Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,733 | $108,212-81.8% | $77,513-74.5% | $158,966-87.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 15.99% | 31.67%-15.7pp | 54.81%-38.8pp | 302.95%-287.0pp |
| Employer contribution / active EE | $1,706 | $1,325+28.8% | $987+72.9% | $4,762-64.2% |
| Participant deferral / active EE | $5,244 | $2,455+113.6% | $1,861+181.8% | $5,983-12.3% |
| Admin fee / account holder | $1,540 | $3,709-58.5% | $2,859-46.1% | $11,250-86.3% |