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 | $56,890 | $157,296-63.8% | $141,191-59.7% | $152,897-62.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.31% | 64.34%-41.0pp | 71.41%-48.1pp | 345.43%-322.1pp |
| Employer contribution / active EE | $9,827 | $5,262+86.7% | $4,736+107.5% | $4,764+106.3% |
| Participant deferral / active EE | $9,827 | $7,111+38.2% | $6,710+46.5% | $5,851+68.0% |
| Admin fee / account holder | $399 | $12,125-96.7% | $10,264-96.1% | $11,599-96.6% |