Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $40,856 | $159,978-74.5% | $147,041-72.2% | $145,978-72.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.67% | 98.36%-86.7pp | 419.21%-407.5pp | 550.52%-538.8pp |
| Employer contribution / active EE | $3,746 | $5,288-29.2% | $4,935-24.1% | $4,662-19.6% |
| Participant deferral / active EE | $8,567 | $8,429+1.6% | $8,071+6.1% | $6,690+28.1% |
| Admin fee / account holder | $490 | $15,053-96.7% | $13,006-96.2% | $13,400-96.3% |