Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $49,573 | $183,539-73.0% | $155,556-68.1% | $145,897-66.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.71% | 61.31%-48.6pp | 64.84%-52.1pp | 552.29%-539.6pp |
| Employer contribution / active EE | $7,338 | $5,315+38.1% | $4,675+57.0% | $4,663+57.4% |
| Participant deferral / active EE | $3,860 | $6,467-40.3% | $5,631-31.4% | $6,689-42.3% |
| Admin fee / account holder | $19,420 | $19,275+0.8% | $15,885+22.3% | $13,390+45.0% |