Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $39,049 | $148,623-73.7% | $135,974-71.3% | $139,466-72.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.75% | 79.30%-47.5pp | 68.30%-36.5pp | 373.66%-341.9pp |
| Employer contribution / active EE | $6,036 | $5,246+15.1% | $4,859+24.2% | $4,754+27.0% |
| Participant deferral / active EE | $7,551 | $8,103-6.8% | $7,760-2.7% | $6,712+12.5% |
| Admin fee / account holder | $1,449 | $12,406-88.3% | $10,767-86.5% | $11,409-87.3% |