Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $71,159 | $166,020-57.1% | $164,866-56.8% | $145,959-51.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.87% | 100.08%-90.2pp | 69.97%-60.1pp | 561.95%-552.1pp |
| Employer contribution / active EE | $6,295 | $5,275+19.3% | $4,343+44.9% | $4,661+35.1% |
| Participant deferral / active EE | $6,294 | $6,961-9.6% | $6,033+4.3% | $6,689-5.9% |
| Admin fee / account holder | $942 | $16,644-94.3% | $12,689-92.6% | $13,398-93.0% |