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 | $16,612 | $185,312-91.0% | $161,489-89.7% | $154,746-89.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 28.09% | 103.84%-75.7pp | 89.72%-61.6pp | 172.34%-144.2pp |
| Employer contribution / active EE | $2,435 | $4,769-48.9% | $4,268-42.9% | $4,379-44.4% |
| Participant deferral / active EE | $4,384 | $6,350-31.0% | $5,630-22.1% | $6,730-34.9% |
| Admin fee / account holder | $472 | $18,654-97.5% | $16,006-97.1% | $14,365-96.7% |