Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $27,157 | $166,020-83.6% | $164,866-83.5% | $145,959-81.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.20% | 100.08%-83.9pp | 69.97%-53.8pp | 561.95%-545.8pp |
| Employer contribution / active EE | $3,224 | $5,275-38.9% | $4,343-25.8% | $4,661-30.8% |
| Participant deferral / active EE | $4,580 | $6,961-34.2% | $6,033-24.1% | $6,689-31.5% |
| Admin fee / account holder | $2,974 | $16,644-82.1% | $12,689-76.6% | $13,398-77.8% |