Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $45,463 | $148,623-69.4% | $135,974-66.6% | $139,466-67.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 44.04% | 79.30%-35.3pp | 68.30%-24.3pp | 373.66%-329.6pp |
| Employer contribution / active EE | $6,464 | $5,246+23.2% | $4,859+33.0% | $4,754+36.0% |
| Participant deferral / active EE | $3,617 | $8,103-55.4% | $7,760-53.4% | $6,712-46.1% |
| Admin fee / account holder | $599 | $12,406-95.2% | $10,767-94.4% | $11,409-94.8% |