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 | $50,857 | $116,167-56.2% | $64,489-21.1% | $137,256-62.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 45.71% | 36.55%+9.2pp | 55.03%-9.3pp | 220.34%-174.6pp |
| Employer contribution / active EE | $4,930 | $2,483+98.6% | $1,523+223.7% | $4,156+18.6% |
| Participant deferral / active EE | $9,723 | $4,215+130.7% | $2,778+250.0% | $6,407+51.8% |
| Admin fee / account holder | $4,360 | $6,188-29.5% | $4,260+2.4% | $12,270-64.5% |