Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $21,458 | $110,093-80.5% | $97,295-77.9% | $145,897-85.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 19.80% | 244.76%-225.0pp | 75.62%-55.8pp | 552.29%-532.5pp |
| Employer contribution / active EE | $3,306 | $3,077+7.4% | $2,723+21.4% | $4,663-29.1% |
| Participant deferral / active EE | $4,132 | $4,678-11.7% | $4,264-3.1% | $6,689-38.2% |
| Admin fee / account holder | $723 | $6,212-88.4% | $5,646-87.2% | $13,390-94.6% |