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 | $20,203 | $58,311-65.4% | $81,882-75.3% | $80,959-75.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 19.90% | 41.85%-21.9pp | 779.47%-759.6pp | 35.67%-15.8pp |
| Employer contribution / active EE | $2,209 | $2,347-5.9% | $2,916-24.2% | $2,757-19.9% |
| Participant deferral / active EE | $4,919 | $3,287+49.7% | $4,323+13.8% | $4,300+14.4% |
| Admin fee / account holder | $540 | $4,752-88.6% | $7,360-92.7% | $6,925-92.2% |