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 | $59,627 | $210,698-71.7% | $178,014-66.5% | $145,959-59.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.94% | 386.27%-372.3pp | 294.80%-280.9pp | 561.95%-548.0pp |
| Employer contribution / active EE | $4,923 | $4,567+7.8% | $3,950+24.6% | $4,661+5.6% |
| Participant deferral / active EE | $12,057 | $6,958+73.3% | $6,276+92.1% | $6,689+80.3% |
| Admin fee / account holder | $1,188 | $12,016-90.1% | $10,362-88.5% | $13,398-91.1% |