Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,529 | $96,678-57.0% | $86,640-52.1% | $139,466-70.2% |
| Participation rate | 93.8% | 74.4%+19.3pp | 71.7%+22.0pp | 80.3%+13.4pp |
| Annual return | 20.98% | 106.69%-85.7pp | 592.52%-571.5pp | 373.66%-352.7pp |
| Employer contribution / active EE | $6,355 | $3,265+94.6% | $3,024+110.1% | $4,754+33.7% |
| Participant deferral / active EE | $12,949 | $4,837+167.7% | $4,438+191.8% | $6,712+92.9% |
| Admin fee / account holder | $889 | $6,410-86.1% | $5,616-84.2% | $11,409-92.2% |