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 | $21,982 | $148,582-85.2% | $135,942-83.8% | $139,456-84.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.58% | 79.26%-61.7pp | 68.28%-50.7pp | 373.45%-355.9pp |
| Employer contribution / active EE | $9,943 | $5,245+89.6% | $4,858+104.7% | $4,753+109.2% |
| Participant deferral / active EE | $17,065 | $8,101+110.6% | $7,759+119.9% | $6,711+154.3% |
| Admin fee / account holder | $688 | $12,402-94.5% | $10,764-93.6% | $11,407-94.0% |