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 | $15,325 | $106,267-85.6% | $96,520-84.1% | $139,456-89.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.16% | 38.45%-18.3pp | 35.72%-15.6pp | 373.45%-353.3pp |
| Employer contribution / active EE | $3,701 | $4,105-9.8% | $3,739-1.0% | $4,753-22.1% |
| Participant deferral / active EE | $4,556 | $5,454-16.5% | $4,879-6.6% | $6,711-32.1% |
| Admin fee / account holder | $2,098 | $7,882-73.4% | $6,733-68.8% | $11,407-81.6% |