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 | $65,904 | $183,516-64.1% | $155,534-57.6% | $145,884-54.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.13% | 61.43%-50.3pp | 64.92%-53.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $20,711 | $5,315+289.7% | $4,675+343.0% | $4,662+344.2% |
| Participant deferral / active EE | $8,760 | $6,467+35.5% | $5,630+55.6% | $6,690+30.9% |
| Admin fee / account holder | $1,302 | $19,293-93.3% | $15,900-91.8% | $13,392-90.3% |