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 | $38,518 | $183,978-79.1% | $162,171-76.2% | $152,885-74.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 28.47% | 150.78%-122.3pp | 115.60%-87.1pp | 345.39%-316.9pp |
| Employer contribution / active EE | $11,745 | $6,370+84.4% | $5,613+109.2% | $4,763+146.6% |
| Participant deferral / active EE | $8,833 | $8,033+10.0% | $7,297+21.0% | $5,851+51.0% |
| Admin fee / account holder | $9,103 | $13,122-30.6% | $10,843-16.0% | $11,598-21.5% |