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 | $18,877 | $183,592-89.7% | $155,574-87.9% | $145,877-87.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.51% | 61.37%-44.9pp | 64.87%-48.4pp | 551.28%-534.8pp |
| Employer contribution / active EE | $1,320 | $5,317-75.2% | $4,676-71.8% | $4,663-71.7% |
| Participant deferral / active EE | $2,660 | $6,466-58.9% | $5,629-52.8% | $6,691-60.2% |
| Admin fee / account holder | $1,124 | $19,316-94.2% | $15,914-92.9% | $13,402-91.6% |