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 | $60,261 | $152,592-60.5% | $125,180-51.9% | $152,885-60.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.88% | 54.84%-32.0pp | 43.79%-20.9pp | 345.39%-322.5pp |
| Employer contribution / active EE | $2,847 | $4,947-42.4% | $3,866-26.4% | $4,763-40.2% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $817 | $13,435-93.9% | $9,703-91.6% | $11,598-93.0% |