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 | $79,552 | $148,623-46.5% | $135,974-41.5% | $139,466-43.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.49% | 79.30%-59.8pp | 68.30%-48.8pp | 373.66%-354.2pp |
| Employer contribution / active EE | $4,061 | $5,246-22.6% | $4,859-16.4% | $4,754-14.6% |
| Participant deferral / active EE | $8,800 | $8,103+8.6% | $7,760+13.4% | $6,712+31.1% |
| Admin fee / account holder | $1,537 | $12,406-87.6% | $10,767-85.7% | $11,409-86.5% |