Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $46,085 | $157,304-70.7% | $141,197-67.4% | $152,909-69.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.79% | 64.34%-38.6pp | 71.41%-45.6pp | 345.46%-319.7pp |
| Employer contribution / active EE | $3,538 | $5,263-32.8% | $4,736-25.3% | $4,764-25.7% |
| Participant deferral / active EE | $4,517 | $7,111-36.5% | $6,710-32.7% | $5,851-22.8% |
| Admin fee / account holder | $1,705 | $12,126-85.9% | $10,265-83.4% | $11,601-85.3% |