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 | $46,043 | $159,978-71.2% | $147,041-68.7% | $145,978-68.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.33% | 98.36%-86.0pp | 419.21%-406.9pp | 550.52%-538.2pp |
| Employer contribution / active EE | $2,399 | $5,288-54.6% | $4,935-51.4% | $4,662-48.5% |
| Participant deferral / active EE | $8,929 | $8,429+5.9% | $8,071+10.6% | $6,690+33.5% |
| Admin fee / account holder | $12,784 | $15,053-15.1% | $13,006-1.7% | $13,400-4.6% |