Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $49,633 | $160,070-69.0% | $147,117-66.3% | $145,897-66.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.28% | 98.69%-87.4pp | 420.54%-409.3pp | 552.29%-541.0pp |
| Employer contribution / active EE | $2,729 | $5,285-48.4% | $4,932-44.7% | $4,663-41.5% |
| Participant deferral / active EE | $8,959 | $8,419+6.4% | $8,065+11.1% | $6,689+33.9% |
| Admin fee / account holder | $710 | $15,035-95.3% | $12,993-94.5% | $13,390-94.7% |