Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $34,793 | $210,698-83.5% | $178,014-80.5% | $145,959-76.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.34% | 386.27%-375.9pp | 294.80%-284.5pp | 561.95%-551.6pp |
| Employer contribution / active EE | $2,273 | $4,567-50.2% | $3,950-42.5% | $4,661-51.2% |
| Participant deferral / active EE | $5,274 | $6,958-24.2% | $6,276-16.0% | $6,689-21.1% |
| Admin fee / account holder | $1,609 | $12,016-86.6% | $10,362-84.5% | $13,398-88.0% |