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 | $55,813 | $183,516-69.6% | $155,534-64.1% | $145,884-61.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.63% | 61.43%-51.8pp | 64.92%-55.3pp | 551.85%-542.2pp |
| Employer contribution / active EE | $2,981 | $5,315-43.9% | $4,675-36.2% | $4,662-36.1% |
| Participant deferral / active EE | $3,090 | $6,467-52.2% | $5,630-45.1% | $6,690-53.8% |
| Admin fee / account holder | $2,560 | $19,293-86.7% | $15,900-83.9% | $13,392-80.9% |