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 | $56,570 | $165,381-65.8% | $149,730-62.2% | $158,966-64.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.43% | 348.29%-327.9pp | 276.70%-256.3pp | 302.95%-282.5pp |
| Employer contribution / active EE | $4,170 | $5,104-18.3% | $4,645-10.2% | $4,762-12.4% |
| Participant deferral / active EE | $16,612 | $7,182+131.3% | $6,843+142.8% | $5,983+177.6% |
| Admin fee / account holder | $514 | $10,809-95.2% | $9,310-94.5% | $11,250-95.4% |