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 | $72,027 | $103,392-30.3% | $87,104-17.3% | $152,897-52.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 59.77% | 28.10%+31.7pp | 28.19%+31.6pp | 345.43%-285.7pp |
| Employer contribution / active EE | $7,428 | $3,221+130.6% | $2,521+194.6% | $4,764+55.9% |
| Participant deferral / active EE | $4,543 | $4,778-4.9% | $4,048+12.2% | $5,851-22.4% |
| Admin fee / account holder | $646 | $12,194-94.7% | $7,491-91.4% | $11,599-94.4% |