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 | $42,987 | $201,259-78.6% | $184,200-76.7% | $145,959-70.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.29% | 28.98%-8.7pp | 28.80%-8.5pp | 561.95%-541.7pp |
| Employer contribution / active EE | $8,831 | $7,018+25.8% | $6,424+37.5% | $4,661+89.5% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,825 | $16,372-64.4% | $13,907-58.1% | $13,398-56.5% |