Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $33,867 | $183,988-81.6% | $162,177-79.1% | $152,897-77.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.75% | 150.79%-130.0pp | 115.60%-94.9pp | 345.43%-324.7pp |
| Employer contribution / active EE | $4,584 | $6,370-28.0% | $5,613-18.3% | $4,764-3.8% |
| Participant deferral / active EE | $4,301 | $8,032-46.5% | $7,297-41.1% | $5,851-26.5% |
| Admin fee / account holder | $383 | $13,123-97.1% | $10,843-96.5% | $11,599-96.7% |