Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,566 | $110,379-80.5% | $102,412-78.9% | $145,884-85.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.93% | 24.84%-8.9pp | 24.94%-9.0pp | 551.85%-535.9pp |
| Employer contribution / active EE | $5,944 | $4,216+41.0% | $3,870+53.6% | $4,662+27.5% |
| Participant deferral / active EE | $8,900 | $5,622+58.3% | $5,060+75.9% | $6,690+33.0% |
| Admin fee / account holder | $1,155 | $9,745-88.1% | $8,388-86.2% | $13,392-91.4% |