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 | $65,580 | $211,105-68.9% | $178,449-63.2% | $145,978-55.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.53% | 30.19%-17.7pp | 27.09%-14.6pp | 550.52%-538.0pp |
| Employer contribution / active EE | $10,908 | $4,569+138.8% | $3,951+176.1% | $4,662+134.0% |
| Participant deferral / active EE | $22,939 | $6,959+229.6% | $6,277+265.5% | $6,690+242.9% |
| Admin fee / account holder | $30,190 | $12,017+151.2% | $10,362+191.4% | $13,400+125.3% |