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 | $40,980 | $157,304-73.9% | $141,197-71.0% | $152,909-73.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.20% | 64.34%-40.1pp | 71.41%-47.2pp | 345.46%-321.3pp |
| Employer contribution / active EE | $4,924 | $5,263-6.4% | $4,736+4.0% | $4,764+3.4% |
| Participant deferral / active EE | $10,399 | $7,111+46.2% | $6,710+55.0% | $5,851+77.7% |
| Admin fee / account holder | $2,781 | $12,126-77.1% | $10,265-72.9% | $11,601-76.0% |