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 | $37,328 | $165,399-77.4% | $149,745-75.1% | $158,982-76.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.21% | 348.34%-313.1pp | 276.72%-241.5pp | 302.99%-267.8pp |
| Employer contribution / active EE | $3,344 | $5,105-34.5% | $4,646-28.0% | $4,763-29.8% |
| Participant deferral / active EE | $13,100 | $7,183+82.4% | $6,843+91.4% | $5,983+118.9% |
| Admin fee / account holder | $426 | $10,811-96.1% | $9,312-95.4% | $11,252-96.2% |