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 | $47,795 | $157,304-69.6% | $141,197-66.2% | $152,909-68.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.07% | 64.34%-40.3pp | 71.41%-47.3pp | 345.46%-321.4pp |
| Employer contribution / active EE | $14,874 | $5,263+182.6% | $4,736+214.1% | $4,764+212.2% |
| Participant deferral / active EE | $6,767 | $7,111-4.8% | $6,710+0.8% | $5,851+15.7% |
| Admin fee / account holder | $5,316 | $12,126-56.2% | $10,265-48.2% | $11,601-54.2% |