Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $56,791 | $152,619-62.8% | $125,195-54.6% | $152,909-62.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.46% | 54.85%-34.4pp | 43.79%-23.3pp | 345.46%-325.0pp |
| Employer contribution / active EE | $7,521 | $4,947+52.0% | $3,866+94.5% | $4,764+57.9% |
| Participant deferral / active EE | $24,200 | $5,869+312.4% | $4,937+390.1% | $5,851+313.6% |
| Admin fee / account holder | $870 | $13,437-93.5% | $9,704-91.0% | $11,601-92.5% |