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 | $35,611 | $115,917-69.3% | $100,535-64.6% | $158,982-77.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 67.06% | 34.80%+32.3pp | 30.90%+36.2pp | 302.99%-235.9pp |
| Employer contribution / active EE | $13,831 | $4,105+236.9% | $3,419+304.6% | $4,763+190.4% |
| Participant deferral / active EE | $9,272 | $6,677+38.9% | $6,271+47.8% | $5,983+55.0% |
| Admin fee / account holder | $1,194 | $11,002-89.1% | $8,085-85.2% | $11,252-89.4% |