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 | $23,209 | $225,673-89.7% | $203,872-88.6% | $155,188-85.0% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 23.18% | 95.91%-72.7pp | 85.11%-61.9pp | 148.84%-125.7pp |
| Employer contribution / active EE | $5,715 | $4,099+39.4% | $3,757+52.1% | $4,248+34.5% |
| Participant deferral / active EE | $8,617 | $6,893+25.0% | $6,388+34.9% | $6,531+31.9% |
| Admin fee / account holder | $11,965 | $12,327-2.9% | $11,730+2.0% | $14,480-17.4% |