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 | $40,110 | $70,684-43.3% | $169,397-76.3% | $75,177-46.6% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 39.90% | 36.38%+3.5pp | 406.23%-366.3pp | 160.75%-120.8pp |
| Employer contribution / active EE | $5,035 | $2,211+127.7% | $4,013+25.5% | $2,671+88.5% |
| Participant deferral / active EE | $6,008 | $4,310+39.4% | $6,223-3.4% | $4,126+45.6% |
| Admin fee / account holder | $422 | $5,404-92.2% | $9,017-95.3% | $5,651-92.5% |