Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $20,202 | $96,419-79.0% | $80,648-75.0% | $139,487-85.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 29.02% | 1352.86%-1323.8pp | 937.21%-908.2pp | 373.84%-344.8pp |
| Employer contribution / active EE | $2,256 | $3,261-30.8% | $2,724-17.2% | $4,755-52.6% |
| Participant deferral / active EE | $9,465 | $5,225+81.1% | $4,443+113.0% | $6,713+41.0% |
| Admin fee / account holder | $325 | $6,605-95.1% | $5,382-94.0% | $11,407-97.1% |