Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,335 | $165,361-86.5% | $149,715-85.1% | $158,950-85.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.67% | 348.24%-331.6pp | 276.66%-260.0pp | 302.91%-286.2pp |
| Employer contribution / active EE | $5,071 | $5,103-0.6% | $4,645+9.2% | $4,762+6.5% |
| Participant deferral / active EE | $12,064 | $7,182+68.0% | $6,842+76.3% | $5,983+101.6% |
| Admin fee / account holder | $17,049 | $10,808+57.7% | $9,310+83.1% | $11,248+51.6% |