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 | $96,513 | $135,956-29.0% | $123,894-22.1% | $273,972-64.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 37.35% | 56.63%-19.3pp | 47.52%-10.2pp | 41.46%-4.1pp |
| Employer contribution / active EE | $38,273 | $5,170+640.3% | $4,617+729.0% | $4,869+686.1% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,360 | $9,817+5.5% | $8,357+24.0% | $10,133+2.2% |