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 | $23,259 | $156,398-85.1% | $147,318-84.2% | $138,895-83.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 25.23% | 78.75%-53.5pp | 70.43%-45.2pp | 145.39%-120.2pp |
| Employer contribution / active EE | $2,313 | $4,853-52.3% | $4,593-49.6% | $4,194-44.8% |
| Participant deferral / active EE | $5,386 | $8,237-34.6% | $7,906-31.9% | $6,396-15.8% |
| Admin fee / account holder | $414 | $14,976-97.2% | $13,708-97.0% | $12,562-96.7% |