Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $51,858 | $168,626-69.2% | $133,698-61.2% | $145,897-64.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 12.15% | 1168.99%-1156.8pp | 580.90%-568.8pp | 552.29%-540.1pp |
| Employer contribution / active EE | $2,301 | $5,290-56.5% | $4,218-45.4% | $4,663-50.6% |
| Participant deferral / active EE | $21,224 | $8,688+144.3% | $7,016+202.5% | $6,689+217.3% |
| Admin fee / account holder | $8,803 | $9,638-8.7% | $6,703+31.3% | $13,390-34.3% |