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 | $60,096 | $183,592-67.3% | $155,574-61.4% | $145,877-58.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.60% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $3,318 | $5,317-37.6% | $4,676-29.0% | $4,663-28.9% |
| Participant deferral / active EE | $3,344 | $6,466-48.3% | $5,629-40.6% | $6,691-50.0% |
| Admin fee / account holder | $551 | $19,316-97.1% | $15,914-96.5% | $13,402-95.9% |