Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $47,178 | $162,821-71.0% | $133,978-64.8% | $158,982-70.3% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 24.17% | 41.95%-17.8pp | 45.10%-20.9pp | 302.99%-278.8pp |
| Employer contribution / active EE | $8,647 | $4,976+73.8% | $3,919+120.6% | $4,763+81.5% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $403 | $11,742-96.6% | $8,930-95.5% | $11,252-96.4% |