Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $57,843 | $228,395-74.7% | $185,861-68.9% | $158,982-63.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.11% | 40.82%-26.7pp | 35.96%-21.9pp | 302.99%-288.9pp |
| Employer contribution / active EE | $15,887 | $4,968+219.8% | $4,088+288.6% | $4,763+233.6% |
| Participant deferral / active EE | $10,953 | $6,417+70.7% | $5,634+94.4% | $5,983+83.1% |
| Admin fee / account holder | $627 | $11,869-94.7% | $9,503-93.4% | $11,252-94.4% |