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 | $86,079 | $157,296-45.3% | $141,191-39.0% | $152,897-43.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.65% | 64.34%-44.7pp | 71.41%-51.8pp | 345.43%-325.8pp |
| Employer contribution / active EE | $20,085 | $5,262+281.7% | $4,736+324.1% | $4,764+321.6% |
| Participant deferral / active EE | $11,078 | $7,111+55.8% | $6,710+65.1% | $5,851+89.3% |
| Admin fee / account holder | $802 | $12,125-93.4% | $10,264-92.2% | $11,599-93.1% |