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 | $134,817-87.0% | $123,973-85.8% | $155,188-88.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.15% | 515.49%-502.3pp | 388.13%-375.0pp | 148.84%-135.7pp |
| Employer contribution / active EE | $2,662 | $4,425-39.8% | $4,126-35.5% | $4,248-37.3% |
| Participant deferral / active EE | $4,632 | $5,706-18.8% | $5,247-11.7% | $6,531-29.1% |
| Admin fee / account holder | $7,054 | $13,245-46.7% | $11,799-40.2% | $14,480-51.3% |