Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $38,845 | $176,105-77.9% | $159,474-75.6% | $167,536-76.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.18% | 331.91%-317.7pp | 263.68%-249.5pp | 478.82%-464.6pp |
| Employer contribution / active EE | $3,411 | $5,299-35.6% | $4,831-29.4% | $4,839-29.5% |
| Participant deferral / active EE | $4,834 | $7,751-37.6% | $7,353-34.3% | $6,342-23.8% |
| Admin fee / account holder | $529 | $12,559-95.8% | $10,802-95.1% | $12,315-95.7% |