Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $49,422 | $185,905-73.4% | $170,057-70.9% | $139,487-64.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.50% | 60.56%-31.1pp | 53.42%-23.9pp | 373.84%-344.3pp |
| Employer contribution / active EE | $4,447 | $7,597-41.5% | $6,790-34.5% | $4,755-6.5% |
| Participant deferral / active EE | $12,965 | $11,627+11.5% | $10,411+24.5% | $6,713+93.1% |
| Admin fee / account holder | $3,108 | $15,397-79.8% | $12,826-75.8% | $11,407-72.8% |