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 | $88,664 | $176,105-49.7% | $159,474-44.4% | $167,536-47.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.62% | 331.91%-315.3pp | 263.68%-247.1pp | 478.82%-462.2pp |
| Employer contribution / active EE | $2,054 | $5,299-61.2% | $4,831-57.5% | $4,839-57.5% |
| Participant deferral / active EE | $6,308 | $7,751-18.6% | $7,353-14.2% | $6,342-0.5% |
| Admin fee / account holder | $1,436 | $12,559-88.6% | $10,802-86.7% | $12,315-88.3% |