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 | $18,036 | $185,312-90.3% | $161,489-88.8% | $154,746-88.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 25.23% | 103.84%-78.6pp | 89.72%-64.5pp | 172.34%-147.1pp |
| Employer contribution / active EE | $2,337 | $4,769-51.0% | $4,268-45.2% | $4,379-46.6% |
| Participant deferral / active EE | $6,070 | $6,350-4.4% | $5,630+7.8% | $6,730-9.8% |
| Admin fee / account holder | $1,233 | $18,654-93.4% | $16,006-92.3% | $14,365-91.4% |