Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,243 | $72,071-77.5% | $68,368-76.2% | $137,256-88.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.15% | 353.14%-333.0pp | 292.57%-272.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $4,141 | $2,788+48.5% | $2,649+56.3% | $4,156-0.4% |
| Participant deferral / active EE | $5,609 | $4,410+27.2% | $4,123+36.1% | $6,407-12.5% |
| Admin fee / account holder | $7,782 | $5,336+45.9% | $5,150+51.1% | $12,270-36.6% |