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 | $61,347 | $105,960-42.1% | $81,726-24.9% | $158,982-61.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.03% | 38.19%-26.2pp | 29.49%-17.5pp | 302.99%-291.0pp |
| Employer contribution / active EE | $7,710 | $7,805-1.2% | $4,311+78.8% | $4,763+61.9% |
| Participant deferral / active EE | $5,849 | $13,011-55.0% | $7,108-17.7% | $5,983-2.2% |
| Admin fee / account holder | $11,064 | $8,494+30.2% | $5,160+114.4% | $11,252-1.7% |