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 | $33,299 | $217,427-84.7% | $185,837-82.1% | $167,518-80.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.45% | 148.39%-136.9pp | 122.08%-110.6pp | 478.71%-467.3pp |
| Employer contribution / active EE | $6,396 | $5,874+8.9% | $5,168+23.8% | $4,838+32.2% |
| Participant deferral / active EE | $3,987 | $6,357-37.3% | $5,568-28.4% | $6,342-37.1% |
| Admin fee / account holder | $7,318 | $19,816-63.1% | $16,241-54.9% | $12,312-40.6% |