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 | $47,760 | $124,330-61.6% | $109,173-56.3% | $167,536-71.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.87% | 26.04%-10.2pp | 25.75%-9.9pp | 478.82%-462.9pp |
| Employer contribution / active EE | $8,359 | $4,209+98.6% | $3,723+124.5% | $4,839+72.7% |
| Participant deferral / active EE | $6,913 | $5,256+31.5% | $4,654+48.6% | $6,342+9.0% |
| Admin fee / account holder | $434 | $7,974-94.6% | $6,755-93.6% | $12,315-96.5% |