Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $47,800 | $176,105-72.9% | $159,474-70.0% | $167,536-71.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.20% | 331.91%-315.7pp | 263.68%-247.5pp | 478.82%-462.6pp |
| Employer contribution / active EE | $6,769 | $5,299+27.7% | $4,831+40.1% | $4,839+39.9% |
| Participant deferral / active EE | $10,598 | $7,751+36.7% | $7,353+44.1% | $6,342+67.1% |
| Admin fee / account holder | $4,687 | $12,559-62.7% | $10,802-56.6% | $12,315-61.9% |