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 | $36,442 | $165,381-78.0% | $149,730-75.7% | $158,966-77.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 43.11% | 348.29%-305.2pp | 276.70%-233.6pp | 302.95%-259.8pp |
| Employer contribution / active EE | $8,886 | $5,104+74.1% | $4,645+91.3% | $4,762+86.6% |
| Participant deferral / active EE | $12,964 | $7,182+80.5% | $6,843+89.5% | $5,983+116.7% |
| Admin fee / account holder | $3,092 | $10,809-71.4% | $9,310-66.8% | $11,250-72.5% |