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 | $40,466 | $148,623-72.8% | $135,974-70.2% | $139,466-71.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.98% | 79.30%-46.3pp | 68.30%-35.3pp | 373.66%-340.7pp |
| Employer contribution / active EE | $4,419 | $5,246-15.8% | $4,859-9.1% | $4,754-7.1% |
| Participant deferral / active EE | $6,926 | $8,103-14.5% | $7,760-10.7% | $6,712+3.2% |
| Admin fee / account holder | $627 | $12,406-94.9% | $10,767-94.2% | $11,409-94.5% |