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 | $23,286 | $115,814-79.9% | $101,275-77.0% | $158,982-85.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 26.87% | 56.16%-29.3pp | 46.48%-19.6pp | 302.99%-276.1pp |
| Employer contribution / active EE | $2,773 | $4,176-33.6% | $3,660-24.2% | $4,763-41.8% |
| Participant deferral / active EE | $5,803 | $4,958+17.0% | $4,371+32.8% | $5,983-3.0% |
| Admin fee / account holder | $4,693 | $7,249-35.3% | $5,948-21.1% | $11,252-58.3% |