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 | $47,841 | $289,211-83.5% | $260,467-81.6% | $198,609-75.9% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 34.07% | 112.90%-78.8pp | 100.60%-66.5pp | 202.70%-168.6pp |
| Employer contribution / active EE | $4,820 | $4,663+3.4% | $4,239+13.7% | $5,055-4.7% |
| Participant deferral / active EE | $8,535 | $6,812+25.3% | $6,319+35.1% | $6,977+22.3% |
| Admin fee / account holder | $4,468 | $16,236-72.5% | $15,461-71.1% | $19,030-76.5% |