Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $31,040 | $209,422-85.2% | $178,503-82.6% | $158,982-80.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.74% | 188.81%-158.1pp | 151.12%-120.4pp | 302.99%-272.2pp |
| Employer contribution / active EE | $4,985 | $5,707-12.7% | $5,011-0.5% | $4,763+4.7% |
| Participant deferral / active EE | $5,785 | $5,955-2.8% | $5,202+11.2% | $5,983-3.3% |
| Admin fee / account holder | $428 | $17,079-97.5% | $13,987-96.9% | $11,252-96.2% |