Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $67,122 | $157,296-57.3% | $141,191-52.5% | $152,897-56.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 36.55% | 64.34%-27.8pp | 71.41%-34.9pp | 345.43%-308.9pp |
| Employer contribution / active EE | $7,517 | $5,262+42.9% | $4,736+58.7% | $4,764+57.8% |
| Participant deferral / active EE | $17,147 | $7,111+141.1% | $6,710+155.5% | $5,851+193.1% |
| Admin fee / account holder | $4,062 | $12,125-66.5% | $10,264-60.4% | $11,599-65.0% |