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 | $19,989 | $154,228-87.0% | $145,433-86.3% | $137,256-85.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.62% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $8,320 | $4,804+73.2% | $4,554+82.7% | $4,156+100.2% |
| Participant deferral / active EE | $11,701 | $8,216+42.4% | $7,897+48.2% | $6,407+82.6% |
| Admin fee / account holder | $8,106 | $14,344-43.5% | $13,129-38.3% | $12,270-33.9% |