Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $16,777 | $48,337-65.3% | $67,560-75.2% | $80,959-79.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.22% | 18.26%-6.0pp | 3533.50%-3521.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $2,139 | $2,023+5.7% | $2,737-21.8% | $2,757-22.4% |
| Participant deferral / active EE | $2,540 | $2,928-13.3% | $4,004-36.6% | $4,300-40.9% |
| Admin fee / account holder | $502 | $3,695-86.4% | $3,994-87.4% | $6,925-92.8% |