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 | $40,627 | $117,433-65.4% | $99,475-59.2% | $152,897-73.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 49.11% | 31.87%+17.2pp | 30.72%+18.4pp | 345.43%-296.3pp |
| Employer contribution / active EE | $8,214 | $3,013+172.6% | $2,540+223.4% | $4,764+72.4% |
| Participant deferral / active EE | $9,294 | $4,086+127.5% | $3,619+156.8% | $5,851+58.8% |
| Admin fee / account holder | $522 | $7,634-93.2% | $6,252-91.7% | $11,599-95.5% |