Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,589 | $172,111-92.7% | $150,298-91.6% | $137,256-90.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.57% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,788 | $4,636-61.4% | $4,154-57.0% | $4,156-57.0% |
| Participant deferral / active EE | $1,944 | $6,166-68.5% | $5,453-64.3% | $6,407-69.7% |
| Admin fee / account holder | $3,702 | $16,471-77.5% | $14,116-73.8% | $12,270-69.8% |