Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,853 | $115,911-79.4% | $100,530-76.3% | $158,950-85.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 10.67% | 34.80%-24.1pp | 30.89%-20.2pp | 302.91%-292.2pp |
| Employer contribution / active EE | $4,683 | $4,104+14.1% | $3,418+37.0% | $4,762-1.7% |
| Participant deferral / active EE | $13,606 | $6,676+103.8% | $6,271+117.0% | $5,983+127.4% |
| Admin fee / account holder | $2,467 | $10,999-77.6% | $8,083-69.5% | $11,248-78.1% |