Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $66,326 | $148,623-55.4% | $135,974-51.2% | $139,466-52.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.15% | 79.30%-61.1pp | 68.30%-50.2pp | 373.66%-355.5pp |
| Employer contribution / active EE | $15,039 | $5,246+186.6% | $4,859+209.5% | $4,754+216.3% |
| Participant deferral / active EE | $11,250 | $8,103+38.8% | $7,760+45.0% | $6,712+67.6% |
| Admin fee / account holder | $739 | $12,406-94.0% | $10,767-93.1% | $11,409-93.5% |