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 | $55,997 | $160,070-65.0% | $147,117-61.9% | $145,897-61.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.24% | 98.69%-79.5pp | 420.54%-401.3pp | 552.29%-533.1pp |
| Employer contribution / active EE | $3,961 | $5,285-25.0% | $4,932-19.7% | $4,663-15.0% |
| Participant deferral / active EE | $8,712 | $8,419+3.5% | $8,065+8.0% | $6,689+30.2% |
| Admin fee / account holder | $446 | $15,035-97.0% | $12,993-96.6% | $13,390-96.7% |