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 | $18,429 | $77,449-76.2% | $69,483-73.5% | $152,909-87.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 18.88% | 39.09%-20.2pp | 28.99%-10.1pp | 345.46%-326.6pp |
| Employer contribution / active EE | $1,549 | $3,316-53.3% | $2,780-44.3% | $4,764-67.5% |
| Participant deferral / active EE | $1,349 | $4,415-69.4% | $3,537-61.9% | $5,851-76.9% |
| Admin fee / account holder | $3,791 | $6,210-39.0% | $3,841-1.3% | $11,601-67.3% |