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 | $53,444 | $176,077-69.6% | $159,455-66.5% | $167,518-68.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.99% | 331.83%-308.8pp | 263.63%-240.6pp | 478.71%-455.7pp |
| Employer contribution / active EE | $964 | $5,298-81.8% | $4,830-80.0% | $4,838-80.1% |
| Participant deferral / active EE | $19,684 | $7,751+154.0% | $7,353+167.7% | $6,342+210.4% |
| Admin fee / account holder | $22,256 | $12,556+77.2% | $10,800+106.1% | $12,312+80.8% |