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 | $34,137 | $198,462-82.8% | $170,439-80.0% | $147,585-76.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.41% | 257.30%-241.9pp | 205.94%-190.5pp | 578.58%-563.2pp |
| Employer contribution / active EE | $7,550 | $6,184+22.1% | $5,433+39.0% | $4,876+54.8% |
| Participant deferral / active EE | $9,200 | $5,629+63.4% | $4,939+86.3% | $5,439+69.2% |
| Admin fee / account holder | $443 | $16,852-97.4% | $13,881-96.8% | $10,886-95.9% |