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 | $37,959 | $67,823-44.0% | $52,425-27.6% | $137,256-72.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 20.37% | 219.11%-198.7pp | 302.12%-281.7pp | 220.34%-200.0pp |
| Employer contribution / active EE | $7,354 | $1,163+532.4% | $914+704.4% | $4,156+77.0% |
| Participant deferral / active EE | $9,690 | $2,288+323.5% | $1,790+441.2% | $6,407+51.2% |
| Admin fee / account holder | $3,366 | $2,844+18.4% | $2,495+34.9% | $12,270-72.6% |