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 | $44,065 | $165,381-73.4% | $149,730-70.6% | $158,966-72.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.16% | 348.29%-326.1pp | 276.70%-254.5pp | 302.95%-280.8pp |
| Employer contribution / active EE | $9,424 | $5,104+84.6% | $4,645+102.9% | $4,762+97.9% |
| Participant deferral / active EE | $5,235 | $7,182-27.1% | $6,843-23.5% | $5,983-12.5% |
| Admin fee / account holder | $528 | $10,809-95.1% | $9,310-94.3% | $11,250-95.3% |