Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $56,767 | $175,231-67.6% | $149,696-62.1% | $139,466-59.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.35% | 166.77%-152.4pp | 134.46%-120.1pp | 373.66%-359.3pp |
| Employer contribution / active EE | $2,961 | $5,478-46.0% | $4,821-38.6% | $4,754-37.7% |
| Participant deferral / active EE | $2,554 | $6,521-60.8% | $5,682-55.1% | $6,712-61.9% |
| Admin fee / account holder | $409 | $16,155-97.5% | $13,212-96.9% | $11,409-96.4% |