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 | $11,309 | $108,285-89.6% | $77,552-85.4% | $158,982-92.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 12.30% | 31.69%-19.4pp | 54.82%-42.5pp | 302.99%-290.7pp |
| Employer contribution / active EE | $1,138 | $1,325-14.1% | $987+15.3% | $4,763-76.1% |
| Participant deferral / active EE | $2,300 | $2,455-6.3% | $1,861+23.6% | $5,983-61.6% |
| Admin fee / account holder | $341 | $3,709-90.8% | $2,859-88.1% | $11,252-97.0% |