Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $54,625 | $183,592-70.2% | $155,567-64.9% | $145,959-62.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.74% | 61.24%-50.5pp | 64.74%-54.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $2,604 | $5,315-51.0% | $4,674-44.3% | $4,661-44.1% |
| Participant deferral / active EE | $2,750 | $6,464-57.5% | $5,628-51.1% | $6,689-58.9% |
| Admin fee / account holder | $6,976 | $19,318-63.9% | $15,916-56.2% | $13,398-47.9% |