Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $19,989 | $162,136-87.7% | $152,301-86.9% | $154,746-87.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.62% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $8,320 | $4,890+70.1% | $4,624+79.9% | $4,379+90.0% |
| Participant deferral / active EE | $11,701 | $8,341+40.3% | $8,004+46.2% | $6,730+73.9% |
| Admin fee / account holder | $8,106 | $15,759-48.6% | $14,398-43.7% | $14,365-43.6% |