Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $43,750 | $176,105-75.2% | $159,474-72.6% | $167,536-73.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.18% | 331.91%-315.7pp | 263.68%-247.5pp | 478.82%-462.6pp |
| Employer contribution / active EE | $2,191 | $5,299-58.7% | $4,831-54.6% | $4,839-54.7% |
| Participant deferral / active EE | $6,744 | $7,751-13.0% | $7,353-8.3% | $6,342+6.3% |
| Admin fee / account holder | $510 | $12,559-95.9% | $10,802-95.3% | $12,315-95.9% |