Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,909 | $102,696-86.5% | $86,235-83.9% | $139,487-90.0% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.0%+23.9pp | 80.3%+12.5pp |
| Annual return | 32.85% | 1925.91%-1893.1pp | 1170.03%-1137.2pp | 373.84%-341.0pp |
| Employer contribution / active EE | $2,937 | $3,034-3.2% | $2,381+23.4% | $4,755-38.2% |
| Participant deferral / active EE | $4,073 | $4,679-13.0% | $3,987+2.2% | $6,713-39.3% |
| Admin fee / account holder | $907 | $8,667-89.5% | $6,856-86.8% | $11,407-92.1% |