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 | $43,784 | $160,070-72.6% | $147,117-70.2% | $145,897-70.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.70% | 98.69%-84.0pp | 420.54%-405.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $3,960 | $5,285-25.1% | $4,932-19.7% | $4,663-15.1% |
| Participant deferral / active EE | $7,197 | $8,419-14.5% | $8,065-10.8% | $6,689+7.6% |
| Admin fee / account holder | $615 | $15,035-95.9% | $12,993-95.3% | $13,390-95.4% |