Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $22,292 | $124,980-82.2% | $108,359-79.4% | $154,746-85.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.66% | 45.00%-24.3pp | 36.89%-16.2pp | 172.34%-151.7pp |
| Employer contribution / active EE | $5,002 | $2,851+75.5% | $2,399+108.5% | $4,379+14.2% |
| Participant deferral / active EE | $9,397 | $4,743+98.1% | $4,137+127.2% | $6,730+39.6% |
| Admin fee / account holder | $714 | $11,502-93.8% | $9,741-92.7% | $14,365-95.0% |