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 | $85,980 | $185,883-53.7% | $170,043-49.4% | $139,466-38.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.10% | 60.54%-43.4pp | 53.40%-36.3pp | 373.66%-356.6pp |
| Employer contribution / active EE | $7,944 | $7,596+4.6% | $6,790+17.0% | $4,754+67.1% |
| Participant deferral / active EE | $9,044 | $11,626-22.2% | $10,410-13.1% | $6,712+34.7% |
| Admin fee / account holder | $620 | $15,393-96.0% | $12,824-95.2% | $11,409-94.6% |