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 | $44,446 | $112,121-60.4% | $95,960-53.7% | $158,966-72.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.36% | 171.16%-149.8pp | 91.63%-70.3pp | 302.95%-281.6pp |
| Employer contribution / active EE | $3,409 | $3,199+6.6% | $2,541+34.2% | $4,762-28.4% |
| Participant deferral / active EE | $15,655 | $4,784+227.2% | $4,167+275.7% | $5,983+161.7% |
| Admin fee / account holder | $337 | $10,135-96.7% | $6,797-95.0% | $11,250-97.0% |