Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $20,856 | $100,970-79.3% | $96,576-78.4% | $137,256-84.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.06% | 38.16%-18.1pp | 38.47%-18.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,642 | $8,286+16.4% | $7,956+21.2% | $6,407+50.5% |
| Admin fee / account holder | $2,007 | $11,312-82.3% | $11,381-82.4% | $12,270-83.6% |