Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $54,973 | $148,623-63.0% | $135,974-59.6% | $139,466-60.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.53% | 79.30%-55.8pp | 68.30%-44.8pp | 373.66%-350.1pp |
| Employer contribution / active EE | $2,689 | $5,246-48.7% | $4,859-44.7% | $4,754-43.4% |
| Participant deferral / active EE | $5,243 | $8,103-35.3% | $7,760-32.4% | $6,712-21.9% |
| Admin fee / account holder | $803 | $12,406-93.5% | $10,767-92.5% | $11,409-93.0% |