Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $112,714 | $149,679-24.7% | $117,039-3.7% | $147,586-23.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 10.13% | 19.31%-9.2pp | 18.95%-8.8pp | 578.59%-568.5pp |
| Employer contribution / active EE | $6,537 | $4,937+32.4% | $3,785+72.7% | $4,876+34.0% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $933 | $7,856-88.1% | $5,974-84.4% | $10,886-91.4% |