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 | $41,383 | $177,353-76.7% | $158,226-73.8% | $198,609-79.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 10.14% | 599.50%-589.4pp | 501.41%-491.3pp | 202.70%-192.6pp |
| Employer contribution / active EE | $2,778 | $3,239-14.2% | $2,986-7.0% | $5,055-45.1% |
| Participant deferral / active EE | $1,555 | $4,615-66.3% | $4,317-64.0% | $6,977-77.7% |
| Admin fee / account holder | $332 | $10,960-97.0% | $10,217-96.7% | $19,030-98.3% |