Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,096 | $114,013-87.6% | $103,693-86.4% | $155,188-90.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 19.42% | 49.31%-29.9pp | 47.61%-28.2pp | 148.84%-129.4pp |
| Employer contribution / active EE | $2,048 | $3,131-34.6% | $2,920-29.9% | $4,248-51.8% |
| Participant deferral / active EE | $2,631 | $4,970-47.1% | $4,579-42.6% | $6,531-59.7% |
| Admin fee / account holder | $810 | $8,407-90.4% | $7,858-89.7% | $14,480-94.4% |