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 | $52,257 | $185,905-71.9% | $170,057-69.3% | $139,487-62.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 88.20% | 60.56%+27.6pp | 53.42%+34.8pp | 373.84%-285.6pp |
| Employer contribution / active EE | $17,029 | $7,597+124.1% | $6,790+150.8% | $4,755+258.1% |
| Participant deferral / active EE | $10,216 | $11,627-12.1% | $10,411-1.9% | $6,713+52.2% |
| Admin fee / account holder | $8,856 | $15,397-42.5% | $12,826-31.0% | $11,407-22.4% |