Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,208 | $108,897-87.0% | $100,378-85.8% | $145,877-90.3% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 16.78% | 58.17%-41.4pp | 49.41%-32.6pp | 551.28%-534.5pp |
| Employer contribution / active EE | $677 | $4,420-84.7% | $3,942-82.8% | $4,663-85.5% |
| Participant deferral / active EE | $9,271 | $8,455+9.7% | $8,087+14.6% | $6,691+38.6% |
| Admin fee / account holder | $391 | $9,690-96.0% | $7,899-95.0% | $13,402-97.1% |