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 | $60,977 | $183,516-66.8% | $155,534-60.8% | $145,884-58.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.89% | 61.43%-43.5pp | 64.92%-47.0pp | 551.85%-534.0pp |
| Employer contribution / active EE | $7,713 | $5,315+45.1% | $4,675+65.0% | $4,662+65.4% |
| Participant deferral / active EE | $6,232 | $6,467-3.6% | $5,630+10.7% | $6,690-6.8% |
| Admin fee / account holder | $397 | $19,293-97.9% | $15,900-97.5% | $13,392-97.0% |