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 | $180,749-73.5% | $160,784-70.2% | $137,256-65.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 34.07% | 2234.46%-2200.4pp | 1803.92%-1769.8pp | 220.34%-186.3pp |
| Employer contribution / active EE | $4,820 | $4,155+16.0% | $3,733+29.1% | $4,156+16.0% |
| Participant deferral / active EE | $8,535 | $6,844+24.7% | $6,293+35.6% | $6,407+33.2% |
| Admin fee / account holder | $4,468 | $10,397-57.0% | $9,717-54.0% | $12,270-63.6% |