Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $35,692 | $105,929-66.3% | $81,926-56.4% | $158,950-77.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 47.28% | 38.19%+9.1pp | 29.49%+17.8pp | 302.91%-255.6pp |
| Employer contribution / active EE | $3,100 | $7,802-60.3% | $4,310-28.1% | $4,762-34.9% |
| Participant deferral / active EE | $13,043 | $13,007+0.3% | $7,108+83.5% | $5,983+118.0% |
| Admin fee / account holder | $381 | $8,492-95.5% | $5,159-92.6% | $11,248-96.6% |