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 | $15,708 | $110,410-85.8% | $102,437-84.7% | $145,897-89.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.14% | 24.85%-12.7pp | 24.95%-12.8pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,095 | $4,217-74.0% | $3,871-71.7% | $4,663-76.5% |
| Participant deferral / active EE | $2,683 | $5,622-52.3% | $5,060-47.0% | $6,689-59.9% |
| Admin fee / account holder | $8,152 | $9,745-16.3% | $8,388-2.8% | $13,390-39.1% |