Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,848 | $110,240-80.2% | $96,544-77.4% | $139,487-84.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.60% | 26.41%-6.8pp | 25.88%-6.3pp | 373.84%-354.2pp |
| Employer contribution / active EE | $1,222 | $3,622-66.3% | $2,966-58.8% | $4,755-74.3% |
| Participant deferral / active EE | $5,444 | $5,549-1.9% | $4,851+12.2% | $6,713-18.9% |
| Admin fee / account holder | $307 | $11,602-97.4% | $8,254-96.3% | $11,407-97.3% |