Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $54,905 | $183,592-70.1% | $155,574-64.7% | $145,877-62.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.48% | 61.37%-47.9pp | 64.87%-51.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $3,758 | $5,317-29.3% | $4,676-19.6% | $4,663-19.4% |
| Participant deferral / active EE | $4,969 | $6,466-23.2% | $5,629-11.7% | $6,691-25.7% |
| Admin fee / account holder | $892 | $19,316-95.4% | $15,914-94.4% | $13,402-93.3% |