Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $50,693 | $129,737-60.9% | $119,126-57.4% | $154,746-67.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.37% | 379.08%-366.7pp | 282.11%-269.7pp | 172.34%-160.0pp |
| Employer contribution / active EE | $4,453 | $4,375+1.8% | $4,034+10.4% | $4,379+1.7% |
| Participant deferral / active EE | $11,516 | $5,842+97.1% | $5,318+116.6% | $6,730+71.1% |
| Admin fee / account holder | $5,345 | $11,961-55.3% | $10,693-50.0% | $14,365-62.8% |