Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $23,555 | $107,363-78.1% | $92,909-74.6% | $152,897-84.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.10% | 145.63%-125.5pp | 109.44%-89.3pp | 345.43%-325.3pp |
| Employer contribution / active EE | $4,182 | $4,222-1.0% | $3,653+14.5% | $4,764-12.2% |
| Participant deferral / active EE | $3,584 | $4,848-26.1% | $4,238-15.4% | $5,851-38.7% |
| Admin fee / account holder | $534 | $7,082-92.5% | $5,795-90.8% | $11,599-95.4% |