Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $106,294 | $183,627-42.1% | $155,602-31.7% | $145,978-27.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 46.91% | 61.32%-14.4pp | 64.81%-17.9pp | 550.52%-503.6pp |
| Employer contribution / active EE | $10,654 | $5,316+100.4% | $4,675+127.9% | $4,662+128.5% |
| Participant deferral / active EE | $5,785 | $6,466-10.5% | $5,629+2.8% | $6,690-13.5% |
| Admin fee / account holder | $348 | $19,327-98.2% | $15,923-97.8% | $13,400-97.4% |