Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,801 | $114,013-88.8% | $103,693-87.7% | $155,188-91.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 24.72% | 49.31%-24.6pp | 47.61%-22.9pp | 148.84%-124.1pp |
| Employer contribution / active EE | $3,243 | $3,131+3.6% | $2,920+11.1% | $4,248-23.6% |
| Participant deferral / active EE | $4,151 | $4,970-16.5% | $4,579-9.4% | $6,531-36.4% |
| Admin fee / account holder | $695 | $8,407-91.7% | $7,858-91.2% | $14,480-95.2% |