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 | $25,726 | $107,809-76.1% | $97,032-73.5% | $155,188-83.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 21.00% | 38.06%-17.1pp | 35.38%-14.4pp | 148.84%-127.8pp |
| Employer contribution / active EE | $1,884 | $2,911-35.3% | $2,629-28.3% | $4,248-55.6% |
| Participant deferral / active EE | $6,084 | $5,129+18.6% | $4,672+30.2% | $6,531-6.9% |
| Admin fee / account holder | $1,046 | $10,717-90.2% | $9,418-88.9% | $14,480-92.8% |