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 | $38,411 | $209,425-81.7% | $178,499-78.5% | $158,966-75.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 29.01% | 188.80%-159.8pp | 151.10%-122.1pp | 302.95%-273.9pp |
| Employer contribution / active EE | $21,647 | $5,707+279.3% | $5,011+332.0% | $4,762+354.5% |
| Participant deferral / active EE | $5,633 | $5,955-5.4% | $5,202+8.3% | $5,983-5.8% |
| Admin fee / account holder | $4,045 | $17,078-76.3% | $13,986-71.1% | $11,250-64.0% |