Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $58,533 | $162,136-63.9% | $152,301-61.6% | $154,746-62.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.11% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,986 | $4,890-38.9% | $4,624-35.4% | $4,379-31.8% |
| Participant deferral / active EE | $4,439 | $8,341-46.8% | $8,004-44.5% | $6,730-34.1% |
| Admin fee / account holder | $30,189 | $15,759+91.6% | $14,398+109.7% | $14,365+110.2% |