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 | $48,199 | $99,011-51.3% | $86,582-44.3% | $147,586-67.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.99% | 1312.75%-1296.8pp | 965.08%-949.1pp | 578.59%-562.6pp |
| Employer contribution / active EE | $4,570 | $3,132+45.9% | $2,839+60.9% | $4,876-6.3% |
| Participant deferral / active EE | $4,235 | $3,972+6.6% | $3,609+17.4% | $5,439-22.1% |
| Admin fee / account holder | $773 | $5,709-86.5% | $4,904-84.2% | $10,886-92.9% |