Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $52,693 | $185,856-71.6% | $170,028-69.0% | $139,456-62.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.50% | 60.52%-40.0pp | 53.39%-32.9pp | 373.45%-353.0pp |
| Employer contribution / active EE | $3,600 | $7,593-52.6% | $6,788-47.0% | $4,753-24.3% |
| Participant deferral / active EE | $8,018 | $11,623-31.0% | $10,409-23.0% | $6,711+19.5% |
| Admin fee / account holder | $616 | $15,387-96.0% | $12,820-95.2% | $11,407-94.6% |