Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $50,870 | $183,539-72.3% | $155,556-67.3% | $145,897-65.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.69% | 61.31%-49.6pp | 64.84%-53.1pp | 552.29%-540.6pp |
| Employer contribution / active EE | $2,483 | $5,315-53.3% | $4,675-46.9% | $4,663-46.7% |
| Participant deferral / active EE | $10,033 | $6,467+55.1% | $5,631+78.2% | $6,689+50.0% |
| Admin fee / account holder | $7,368 | $19,275-61.8% | $15,885-53.6% | $13,390-45.0% |