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 | $83,559 | $157,276-46.9% | $141,177-40.8% | $152,885-45.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 39.33% | 64.33%-25.0pp | 71.40%-32.1pp | 345.39%-306.1pp |
| Employer contribution / active EE | $3,982 | $5,262-24.3% | $4,736-15.9% | $4,763-16.4% |
| Participant deferral / active EE | $7,778 | $7,110+9.4% | $6,710+15.9% | $5,851+32.9% |
| Admin fee / account holder | $500 | $12,123-95.9% | $10,263-95.1% | $11,598-95.7% |