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 | $30,412 | $105,160-71.1% | $94,679-67.9% | $139,456-78.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 30.80% | 38.04%-7.2pp | 156.75%-126.0pp | 373.45%-342.7pp |
| Employer contribution / active EE | $2,941 | $4,107-28.4% | $3,673-19.9% | $4,753-38.1% |
| Participant deferral / active EE | $9,803 | $7,599+29.0% | $7,417+32.2% | $6,711+46.1% |
| Admin fee / account holder | $4,380 | $8,988-51.3% | $7,233-39.4% | $11,407-61.6% |