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 | $56,502 | $148,623-62.0% | $135,974-58.4% | $139,466-59.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.42% | 79.30%-58.9pp | 68.30%-47.9pp | 373.66%-353.2pp |
| Employer contribution / active EE | $13,654 | $5,246+160.3% | $4,859+181.0% | $4,754+187.2% |
| Participant deferral / active EE | $8,403 | $8,103+3.7% | $7,760+8.3% | $6,712+25.2% |
| Admin fee / account holder | $1,102 | $12,406-91.1% | $10,767-89.8% | $11,409-90.3% |