Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $46,447 | $102,696-54.8% | $86,235-46.1% | $139,487-66.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 12.47% | 1925.91%-1913.4pp | 1170.03%-1157.6pp | 373.84%-361.4pp |
| Employer contribution / active EE | $4,535 | $3,034+49.5% | $2,381+90.5% | $4,755-4.6% |
| Participant deferral / active EE | $4,244 | $4,679-9.3% | $3,987+6.4% | $6,713-36.8% |
| Admin fee / account holder | $480 | $8,667-94.5% | $6,856-93.0% | $11,407-95.8% |