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 | $49,112 | $166,089-70.4% | $164,928-70.2% | $145,978-66.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.60% | 100.26%-83.7pp | 70.08%-53.5pp | 550.52%-533.9pp |
| Employer contribution / active EE | $8,690 | $5,276+64.7% | $4,343+100.1% | $4,662+86.4% |
| Participant deferral / active EE | $8,484 | $6,961+21.9% | $6,034+40.6% | $6,690+26.8% |
| Admin fee / account holder | $1,480 | $16,641-91.1% | $12,684-88.3% | $13,400-89.0% |