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 | $20,685 | $154,228-86.6% | $145,433-85.8% | $137,256-84.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.41% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,701 | $4,804-64.6% | $4,554-62.7% | $4,156-59.1% |
| Participant deferral / active EE | $2,549 | $8,216-69.0% | $7,897-67.7% | $6,407-60.2% |
| Admin fee / account holder | $369 | $14,344-97.4% | $13,129-97.2% | $12,270-97.0% |