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 | $60,480 | $126,519-52.2% | $106,201-43.1% | $145,959-58.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.58% | 225.10%-209.5pp | 116.26%-100.7pp | 561.95%-546.4pp |
| Employer contribution / active EE | $5,064 | $3,726+35.9% | $3,170+59.7% | $4,661+8.6% |
| Participant deferral / active EE | $3,326 | $5,716-41.8% | $5,012-33.7% | $6,689-50.3% |
| Admin fee / account holder | $483 | $17,312-97.2% | $11,039-95.6% | $13,398-96.4% |