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 | $57,739 | $111,814-48.4% | $103,374-44.1% | $145,959-60.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.07% | 24.77%-14.7pp | 24.89%-14.8pp | 561.95%-551.9pp |
| Employer contribution / active EE | $2,959 | $4,214-29.8% | $3,869-23.5% | $4,661-36.5% |
| Participant deferral / active EE | $10,167 | $5,618+81.0% | $5,058+101.0% | $6,689+52.0% |
| Admin fee / account holder | $2,016 | $9,754-79.3% | $8,394-76.0% | $13,398-85.0% |