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 | $62,189 | $148,623-58.2% | $135,974-54.3% | $139,466-55.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.53% | 79.30%-61.8pp | 68.30%-50.8pp | 373.66%-356.1pp |
| Employer contribution / active EE | $3,085 | $5,246-41.2% | $4,859-36.5% | $4,754-35.1% |
| Participant deferral / active EE | $8,879 | $8,103+9.6% | $7,760+14.4% | $6,712+32.3% |
| Admin fee / account holder | $2,521 | $12,406-79.7% | $10,767-76.6% | $11,409-77.9% |