Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $61,472 | $148,623-58.6% | $135,974-54.8% | $139,466-55.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.55% | 79.30%-60.7pp | 68.30%-49.8pp | 373.66%-355.1pp |
| Employer contribution / active EE | $1,411 | $5,246-73.1% | $4,859-71.0% | $4,754-70.3% |
| Participant deferral / active EE | $20,223 | $8,103+149.6% | $7,760+160.6% | $6,712+201.3% |
| Admin fee / account holder | $690 | $12,406-94.4% | $10,767-93.6% | $11,409-93.9% |