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 | $47,696 | $209,422-77.2% | $178,503-73.3% | $158,982-70.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.02% | 188.81%-181.8pp | 151.12%-144.1pp | 302.99%-296.0pp |
| Employer contribution / active EE | $7,451 | $5,707+30.6% | $5,011+48.7% | $4,763+56.4% |
| Participant deferral / active EE | $4,500 | $5,955-24.4% | $5,202-13.5% | $5,983-24.8% |
| Admin fee / account holder | $387 | $17,079-97.7% | $13,987-97.2% | $11,252-96.6% |