Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,983 | $176,120-86.4% | $159,487-85.0% | $167,553-85.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 29.12% | 331.95%-302.8pp | 263.71%-234.6pp | 478.89%-449.8pp |
| Employer contribution / active EE | $2,933 | $5,299-44.7% | $4,831-39.3% | $4,840-39.4% |
| Participant deferral / active EE | $9,163 | $7,752+18.2% | $7,354+24.6% | $6,343+44.5% |
| Admin fee / account holder | $873 | $12,561-93.0% | $10,804-91.9% | $12,316-92.9% |