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 | $49,431 | $157,296-68.6% | $141,191-65.0% | $152,897-67.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.53% | 64.34%-40.8pp | 71.41%-47.9pp | 345.43%-321.9pp |
| Employer contribution / active EE | $6,221 | $5,262+18.2% | $4,736+31.3% | $4,764+30.6% |
| Participant deferral / active EE | $3,298 | $7,111-53.6% | $6,710-50.9% | $5,851-43.6% |
| Admin fee / account holder | $1,345 | $12,125-88.9% | $10,264-86.9% | $11,599-88.4% |