Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $47,979 | $209,422-77.1% | $178,503-73.1% | $158,982-69.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 53.61% | 188.81%-135.2pp | 151.12%-97.5pp | 302.99%-249.4pp |
| Employer contribution / active EE | $1,448 | $5,707-74.6% | $5,011-71.1% | $4,763-69.6% |
| Participant deferral / active EE | $7,297 | $5,955+22.5% | $5,202+40.3% | $5,983+21.9% |
| Admin fee / account holder | $1,103 | $17,079-93.5% | $13,987-92.1% | $11,252-90.2% |