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 | $38,064 | $183,988-79.3% | $162,177-76.5% | $152,897-75.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 34.08% | 150.79%-116.7pp | 115.60%-81.5pp | 345.43%-311.3pp |
| Employer contribution / active EE | $7,978 | $6,370+25.2% | $5,613+42.1% | $4,764+67.5% |
| Participant deferral / active EE | $13,293 | $8,032+65.5% | $7,297+82.2% | $5,851+127.2% |
| Admin fee / account holder | $5,515 | $13,123-58.0% | $10,843-49.1% | $11,599-52.5% |