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 | $58,501 | $112,933-48.2% | $90,970-35.7% | $158,982-63.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.99% | 215.82%-201.8pp | 134.60%-120.6pp | 302.99%-289.0pp |
| Employer contribution / active EE | $4,075 | $2,893+40.8% | $2,122+92.0% | $4,763-14.4% |
| Participant deferral / active EE | $3,345 | $4,128-19.0% | $3,373-0.8% | $5,983-44.1% |
| Admin fee / account holder | $878 | $8,047-89.1% | $5,961-85.3% | $11,252-92.2% |