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 | $10,208 | $107,809-90.5% | $97,032-89.5% | $155,188-93.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 11.76% | 38.06%-26.3pp | 35.38%-23.6pp | 148.84%-137.1pp |
| Employer contribution / active EE | $3,025 | $2,911+3.9% | $2,629+15.1% | $4,248-28.8% |
| Participant deferral / active EE | $3,184 | $5,129-37.9% | $4,672-31.9% | $6,531-51.3% |
| Admin fee / account holder | $3,095 | $10,717-71.1% | $9,418-67.1% | $14,480-78.6% |