Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $64,682 | $148,623-56.5% | $135,974-52.4% | $139,466-53.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 37.05% | 79.30%-42.3pp | 68.30%-31.3pp | 373.66%-336.6pp |
| Employer contribution / active EE | $1,800 | $5,246-65.7% | $4,859-63.0% | $4,754-62.1% |
| Participant deferral / active EE | $3,000 | $8,103-63.0% | $7,760-61.3% | $6,712-55.3% |
| Admin fee / account holder | $378 | $12,406-97.0% | $10,767-96.5% | $11,409-96.7% |