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 | $56,134 | $183,592-69.4% | $155,574-63.9% | $145,877-61.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.37% | 61.37%-48.0pp | 64.87%-51.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,258 | $5,317-57.5% | $4,676-51.7% | $4,663-51.6% |
| Participant deferral / active EE | $8,896 | $6,466+37.6% | $5,629+58.0% | $6,691+33.0% |
| Admin fee / account holder | $391 | $19,316-98.0% | $15,914-97.5% | $13,402-97.1% |