Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,417 | $148,623-72.1% | $135,974-69.5% | $139,466-70.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.17% | 79.30%-62.1pp | 68.30%-51.1pp | 373.66%-356.5pp |
| Employer contribution / active EE | $2,086 | $5,246-60.2% | $4,859-57.1% | $4,754-56.1% |
| Participant deferral / active EE | $2,592 | $8,103-68.0% | $7,760-66.6% | $6,712-61.4% |
| Admin fee / account holder | $662 | $12,406-94.7% | $10,767-93.8% | $11,409-94.2% |