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 | $45,020 | $139,948-67.8% | $121,663-63.0% | $154,746-70.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 20.26% | 230.52%-210.3pp | 147.54%-127.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $15,911 | $3,521+351.9% | $3,020+426.9% | $4,379+263.3% |
| Participant deferral / active EE | $13,982 | $5,629+148.4% | $4,887+186.1% | $6,730+107.7% |
| Admin fee / account holder | $759 | $17,321-95.6% | $14,289-94.7% | $14,365-94.7% |