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 | $64,022 | $183,539-65.1% | $155,556-58.8% | $145,897-56.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.17% | 61.31%-50.1pp | 64.84%-53.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $3,340 | $5,315-37.2% | $4,675-28.6% | $4,663-28.4% |
| Participant deferral / active EE | $4,024 | $6,467-37.8% | $5,631-28.5% | $6,689-39.8% |
| Admin fee / account holder | $988 | $19,275-94.9% | $15,885-93.8% | $13,390-92.6% |