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 | $18,087 | $77,920-76.8% | $149,723-87.9% | $75,177-75.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.66% | 31.72%-11.1pp | 134.50%-113.8pp | 160.75%-140.1pp |
| Employer contribution / active EE | $3,926 | $3,138+25.1% | $4,821-18.6% | $2,671+47.0% |
| Participant deferral / active EE | $3,013 | $3,411-11.7% | $5,682-47.0% | $4,126-27.0% |
| Admin fee / account holder | $1,374 | $5,951-76.9% | $13,215-89.6% | $5,651-75.7% |