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 | $29,332 | $160,040-81.7% | $147,096-80.1% | $145,877-79.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.80% | 98.49%-83.7pp | 419.75%-405.0pp | 551.28%-536.5pp |
| Employer contribution / active EE | $4,021 | $5,289-24.0% | $4,936-18.5% | $4,663-13.8% |
| Participant deferral / active EE | $7,338 | $8,429-12.9% | $8,071-9.1% | $6,691+9.7% |
| Admin fee / account holder | $524 | $15,050-96.5% | $13,005-96.0% | $13,402-96.1% |