Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $36,934 | $176,688-79.1% | $130,660-71.7% | $152,897-75.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 14.65% | 2693.08%-2678.4pp | 1709.29%-1694.6pp | 345.43%-330.8pp |
| Employer contribution / active EE | $2,586 | $5,743-55.0% | $4,092-36.8% | $4,764-45.7% |
| Participant deferral / active EE | $4,885 | $4,362+12.0% | $3,603+35.6% | $5,851-16.5% |
| Admin fee / account holder | $7,304 | $7,131+2.4% | $5,463+33.7% | $11,599-37.0% |