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 | $23,433 | $148,623-84.2% | $135,974-82.8% | $139,466-83.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.55% | 79.30%-61.7pp | 68.30%-50.8pp | 373.66%-356.1pp |
| Employer contribution / active EE | $4,475 | $5,246-14.7% | $4,859-7.9% | $4,754-5.9% |
| Participant deferral / active EE | $6,788 | $8,103-16.2% | $7,760-12.5% | $6,712+1.1% |
| Admin fee / account holder | $4,432 | $12,406-64.3% | $10,767-58.8% | $11,409-61.1% |