Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $40,916 | $165,399-75.3% | $149,745-72.7% | $158,982-74.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.47% | 348.34%-333.9pp | 276.72%-262.2pp | 302.99%-288.5pp |
| Employer contribution / active EE | $10,029 | $5,105+96.5% | $4,646+115.9% | $4,763+110.6% |
| Participant deferral / active EE | $6,159 | $7,183-14.3% | $6,843-10.0% | $5,983+2.9% |
| Admin fee / account holder | $473 | $10,811-95.6% | $9,312-94.9% | $11,252-95.8% |