Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $44,354 | $185,883-76.1% | $170,043-73.9% | $139,466-68.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.31% | 60.54%-39.2pp | 53.40%-32.1pp | 373.66%-352.4pp |
| Employer contribution / active EE | $5,177 | $7,596-31.8% | $6,790-23.8% | $4,754+8.9% |
| Participant deferral / active EE | $5,272 | $11,626-54.7% | $10,410-49.4% | $6,712-21.5% |
| Admin fee / account holder | $441 | $15,393-97.1% | $12,824-96.6% | $11,409-96.1% |