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 | $15,824 | $99,009-84.0% | $86,581-81.7% | $147,585-89.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 29.35% | 1312.70%-1283.3pp | 965.06%-935.7pp | 578.58%-549.2pp |
| Employer contribution / active EE | $2,910 | $3,132-7.1% | $2,840+2.5% | $4,876-40.3% |
| Participant deferral / active EE | $6,159 | $3,972+55.1% | $3,609+70.7% | $5,439+13.2% |
| Admin fee / account holder | $733 | $5,709-87.2% | $4,904-85.1% | $10,886-93.3% |