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 | $12,142 | $94,439-87.1% | $73,658-83.5% | $154,746-92.2% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 16.71% | 28.25%-11.5pp | 29.72%-13.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,960 | $1,257+55.9% | $1,032+89.9% | $4,379-55.2% |
| Participant deferral / active EE | $2,352 | $2,527-6.9% | $2,062+14.1% | $6,730-65.0% |
| Admin fee / account holder | $393 | $3,843-89.8% | $3,357-88.3% | $14,365-97.3% |