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 | $36,950 | $115,814-68.1% | $101,275-63.5% | $158,982-76.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.96% | 56.16%-39.2pp | 46.48%-29.5pp | 302.99%-286.0pp |
| Employer contribution / active EE | $5,711 | $4,176+36.8% | $3,660+56.0% | $4,763+19.9% |
| Participant deferral / active EE | $4,847 | $4,958-2.3% | $4,371+10.9% | $5,983-19.0% |
| Admin fee / account holder | $4,252 | $7,249-41.3% | $5,948-28.5% | $11,252-62.2% |