Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $65,036 | $210,698-69.1% | $178,014-63.5% | $145,959-55.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.13% | 386.27%-371.1pp | 294.80%-279.7pp | 561.95%-546.8pp |
| Employer contribution / active EE | $17,779 | $4,567+289.3% | $3,950+350.1% | $4,661+281.5% |
| Participant deferral / active EE | $18,475 | $6,958+165.5% | $6,276+194.4% | $6,689+176.2% |
| Admin fee / account holder | $474 | $12,016-96.1% | $10,362-95.4% | $13,398-96.5% |