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 | $62,897 | $148,623-57.7% | $135,974-53.7% | $139,466-54.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.97% | 79.30%-59.3pp | 68.30%-48.3pp | 373.66%-353.7pp |
| Employer contribution / active EE | $1,274 | $5,246-75.7% | $4,859-73.8% | $4,754-73.2% |
| Participant deferral / active EE | $10,760 | $8,103+32.8% | $7,760+38.7% | $6,712+60.3% |
| Admin fee / account holder | $475 | $12,406-96.2% | $10,767-95.6% | $11,409-95.8% |