Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $42,301 | $157,296-73.1% | $141,191-70.0% | $152,897-72.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.47% | 64.34%-41.9pp | 71.41%-48.9pp | 345.43%-323.0pp |
| Employer contribution / active EE | $6,133 | $5,262+16.6% | $4,736+29.5% | $4,764+28.8% |
| Participant deferral / active EE | $6,144 | $7,111-13.6% | $6,710-8.4% | $5,851+5.0% |
| Admin fee / account holder | $1,238 | $12,125-89.8% | $10,264-87.9% | $11,599-89.3% |