Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,125 | $94,439-79.7% | $73,658-74.0% | $154,746-87.6% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 18.50% | 28.25%-9.7pp | 29.72%-11.2pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,038 | $1,257+62.1% | $1,032+97.4% | $4,379-53.5% |
| Participant deferral / active EE | $3,950 | $2,527+56.3% | $2,062+91.6% | $6,730-41.3% |
| Admin fee / account holder | $860 | $3,843-77.6% | $3,357-74.4% | $14,365-94.0% |