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 | $17,587 | $114,119-84.6% | $107,187-83.6% | $138,895-87.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.15% | 273.21%-260.1pp | 204.55%-191.4pp | 145.39%-132.2pp |
| Employer contribution / active EE | $2,662 | $4,059-34.4% | $3,782-29.6% | $4,194-36.5% |
| Participant deferral / active EE | $4,632 | $5,538-16.3% | $5,096-9.1% | $6,396-27.6% |
| Admin fee / account holder | $7,054 | $10,024-29.6% | $9,162-23.0% | $12,562-43.8% |