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 | $55,617 | $148,623-62.6% | $135,974-59.1% | $139,466-60.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.16% | 79.30%-65.1pp | 68.30%-54.1pp | 373.66%-359.5pp |
| Employer contribution / active EE | $4,334 | $5,246-17.4% | $4,859-10.8% | $4,754-8.8% |
| Participant deferral / active EE | $11,073 | $8,103+36.7% | $7,760+42.7% | $6,712+65.0% |
| Admin fee / account holder | $4,881 | $12,406-60.7% | $10,767-54.7% | $11,409-57.2% |