Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $41,337 | $109,411-62.2% | $89,435-53.8% | $158,982-74.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 49.65% | 345.68%-296.0pp | 245.55%-195.9pp | 302.99%-253.3pp |
| Employer contribution / active EE | $5,172 | $3,173+63.0% | $2,587+99.9% | $4,763+8.6% |
| Participant deferral / active EE | $3,521 | $4,600-23.4% | $3,890-9.5% | $5,983-41.1% |
| Admin fee / account holder | $1,832 | $6,159-70.3% | $4,884-62.5% | $11,252-83.7% |