Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $44,222 | $149,040-70.3% | $120,225-63.2% | $137,256-67.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 10.64% | 605.68%-595.0pp | 439.23%-428.6pp | 220.34%-209.7pp |
| Employer contribution / active EE | $20,577 | $4,350+373.0% | $3,475+492.1% | $4,156+395.1% |
| Participant deferral / active EE | $10,984 | $4,655+136.0% | $3,999+174.7% | $6,407+71.4% |
| Admin fee / account holder | $32,916 | $6,348+418.6% | $5,696+477.9% | $12,270+168.3% |