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 | $46,334 | $209,422-77.9% | $178,503-74.0% | $158,982-70.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.00% | 188.81%-188.8pp | 151.12%-151.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,919 | $5,707-66.4% | $5,011-61.7% | $4,763-59.7% |
| Participant deferral / active EE | $6,784 | $5,955+13.9% | $5,202+30.4% | $5,983+13.4% |
| Admin fee / account holder | $559 | $17,079-96.7% | $13,987-96.0% | $11,252-95.0% |