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 | $18,954 | $160,070-88.2% | $147,117-87.1% | $145,897-87.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.48% | 98.69%-80.2pp | 420.54%-402.1pp | 552.29%-533.8pp |
| Employer contribution / active EE | $5,279 | $5,285-0.1% | $4,932+7.0% | $4,663+13.2% |
| Participant deferral / active EE | $13,350 | $8,419+58.6% | $8,065+65.5% | $6,689+99.6% |
| Admin fee / account holder | $442 | $15,035-97.1% | $12,993-96.6% | $13,390-96.7% |