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 | $51,266 | $157,296-67.4% | $141,191-63.7% | $152,897-66.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.34% | 64.34%-34.0pp | 71.41%-41.1pp | 345.43%-315.1pp |
| Employer contribution / active EE | $1,791 | $5,262-66.0% | $4,736-62.2% | $4,764-62.4% |
| Participant deferral / active EE | $6,250 | $7,111-12.1% | $6,710-6.9% | $5,851+6.8% |
| Admin fee / account holder | $30,041 | $12,125+147.8% | $10,264+192.7% | $11,599+159.0% |