Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $63,146 | $223,823-71.8% | $211,142-70.1% | $154,746-59.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.83% | 50.39%-30.6pp | 46.84%-27.0pp | 172.34%-152.5pp |
| Employer contribution / active EE | $5,773 | $6,787-14.9% | $6,442-10.4% | $4,379+31.8% |
| Participant deferral / active EE | $17,699 | $9,750+81.5% | $9,284+90.6% | $6,730+163.0% |
| Admin fee / account holder | $562 | $19,707-97.1% | $19,076-97.1% | $14,365-96.1% |