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 | $41,188 | $157,296-73.8% | $141,191-70.8% | $152,897-73.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.70% | 64.34%-42.6pp | 71.41%-49.7pp | 345.43%-323.7pp |
| Employer contribution / active EE | $2,172 | $5,262-58.7% | $4,736-54.1% | $4,764-54.4% |
| Participant deferral / active EE | $6,620 | $7,111-6.9% | $6,710-1.3% | $5,851+13.1% |
| Admin fee / account holder | $1,152 | $12,125-90.5% | $10,264-88.8% | $11,599-90.1% |