Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,141 | $97,289-81.4% | $92,805-80.5% | $155,188-88.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 11.16% | 29.03%-17.9pp | 31.59%-20.4pp | 148.84%-137.7pp |
| Employer contribution / active EE | $7,271 | $3,632+100.2% | $3,424+112.3% | $4,248+71.2% |
| Participant deferral / active EE | $10,601 | $8,795+20.5% | $8,448+25.5% | $6,531+62.3% |
| Admin fee / account holder | $26,914 | $12,015+124.0% | $10,911+146.7% | $14,480+85.9% |