Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $51,865 | $211,239-75.4% | $178,528-70.9% | $145,877-64.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.22% | 30.22%-18.0pp | 27.11%-14.9pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,431 | $4,570-46.8% | $3,950-38.5% | $4,663-47.9% |
| Participant deferral / active EE | $8,106 | $6,963+16.4% | $6,278+29.1% | $6,691+21.2% |
| Admin fee / account holder | $1,984 | $12,095-83.6% | $10,419-81.0% | $13,402-85.2% |