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 | $60,710 | $157,304-61.4% | $141,197-57.0% | $152,909-60.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.31% | 64.34%-42.0pp | 71.41%-49.1pp | 345.46%-323.2pp |
| Employer contribution / active EE | $1,741 | $5,263-66.9% | $4,736-63.2% | $4,764-63.5% |
| Participant deferral / active EE | $5,825 | $7,111-18.1% | $6,710-13.2% | $5,851-0.4% |
| Admin fee / account holder | $468 | $12,126-96.1% | $10,265-95.4% | $11,601-96.0% |