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 | $15,566 | $154,228-89.9% | $145,433-89.3% | $137,256-88.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.09% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,634 | $4,804-66.0% | $4,554-64.1% | $4,156-60.7% |
| Participant deferral / active EE | $6,396 | $8,216-22.2% | $7,897-19.0% | $6,407-0.2% |
| Admin fee / account holder | $4,687 | $14,344-67.3% | $13,129-64.3% | $12,270-61.8% |