Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $29,064 | $148,623-80.4% | $135,974-78.6% | $139,466-79.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 61.18% | 79.30%-18.1pp | 68.30%-7.1pp | 373.66%-312.5pp |
| Employer contribution / active EE | $5,787 | $5,246+10.3% | $4,859+19.1% | $4,754+21.7% |
| Participant deferral / active EE | $12,312 | $8,103+52.0% | $7,760+58.7% | $6,712+83.4% |
| Admin fee / account holder | $3,932 | $12,406-68.3% | $10,767-63.5% | $11,409-65.5% |