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 | $88,772 | $181,062-51.0% | $158,223-43.9% | $155,188-42.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.39% | 57.39%-44.0pp | 52.09%-38.7pp | 148.84%-135.4pp |
| Employer contribution / active EE | $10,661 | $4,565+133.6% | $4,109+159.5% | $4,248+151.0% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $846 | $18,825-95.5% | $16,047-94.7% | $14,480-94.2% |