Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,262 | $124,980-87.0% | $108,359-85.0% | $154,746-89.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 19.51% | 45.00%-25.5pp | 36.89%-17.4pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,469 | $2,851-48.5% | $2,399-38.8% | $4,379-66.5% |
| Participant deferral / active EE | $4,236 | $4,743-10.7% | $4,137+2.4% | $6,730-37.1% |
| Admin fee / account holder | $1,718 | $11,502-85.1% | $9,741-82.4% | $14,365-88.0% |