Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,599 | $156,398-84.9% | $147,318-84.0% | $138,895-83.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.35% | 78.75%-59.4pp | 70.43%-51.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $2,027 | $4,853-58.2% | $4,593-55.9% | $4,194-51.7% |
| Participant deferral / active EE | $4,778 | $8,237-42.0% | $7,906-39.6% | $6,396-25.3% |
| Admin fee / account holder | $562 | $14,976-96.3% | $13,708-95.9% | $12,562-95.5% |