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 | $13,777 | $108,911-87.4% | $100,392-86.3% | $145,884-90.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.15% | 58.23%-37.1pp | 49.45%-28.3pp | 551.85%-530.7pp |
| Employer contribution / active EE | $9,008 | $4,420+103.8% | $3,941+128.5% | $4,662+93.2% |
| Participant deferral / active EE | $13,692 | $8,459+61.9% | $8,090+69.3% | $6,690+104.7% |
| Admin fee / account holder | $3,591 | $9,698-63.0% | $7,904-54.6% | $13,392-73.2% |