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 | $24,331 | $114,013-78.7% | $103,693-76.5% | $155,188-84.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 12.50% | 49.31%-36.8pp | 47.61%-35.1pp | 148.84%-136.3pp |
| Employer contribution / active EE | $1,868 | $3,131-40.4% | $2,920-36.1% | $4,248-56.0% |
| Participant deferral / active EE | $3,715 | $4,970-25.2% | $4,579-18.9% | $6,531-43.1% |
| Admin fee / account holder | $661 | $8,407-92.1% | $7,858-91.6% | $14,480-95.4% |