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 | $35,930 | $99,011-63.7% | $86,582-58.5% | $147,586-75.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.63% | 1312.75%-1293.1pp | 965.08%-945.5pp | 578.59%-559.0pp |
| Employer contribution / active EE | $5,442 | $3,132+73.7% | $2,839+91.6% | $4,876+11.6% |
| Participant deferral / active EE | $13,114 | $3,972+230.1% | $3,609+263.4% | $5,439+141.1% |
| Admin fee / account holder | $392 | $5,709-93.1% | $4,904-92.0% | $10,886-96.4% |