Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $59,588 | $225,673-73.6% | $203,872-70.8% | $155,188-61.6% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 14.67% | 95.91%-81.2pp | 85.11%-70.4pp | 148.84%-134.2pp |
| Employer contribution / active EE | $1,284 | $4,099-68.7% | $3,757-65.8% | $4,248-69.8% |
| Participant deferral / active EE | $7,668 | $6,893+11.2% | $6,388+20.0% | $6,531+17.4% |
| Admin fee / account holder | $4,246 | $12,327-65.6% | $11,730-63.8% | $14,480-70.7% |