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 | $52,087 | $154,228-66.2% | $145,433-64.2% | $137,256-62.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.27% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $44,714 | $4,804+830.8% | $4,554+881.7% | $4,156+975.9% |
| Participant deferral / active EE | $32,875 | $8,216+300.1% | $7,897+316.3% | $6,407+413.1% |
| Admin fee / account holder | $52,906 | $14,344+268.8% | $13,129+303.0% | $12,270+331.2% |