Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $54,271 | $177,353-69.4% | $158,226-65.7% | $198,609-72.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 17.83% | 599.50%-581.7pp | 501.41%-483.6pp | 202.70%-184.9pp |
| Employer contribution / active EE | $3,937 | $3,239+21.5% | $2,986+31.9% | $5,055-22.1% |
| Participant deferral / active EE | $5,722 | $4,615+24.0% | $4,317+32.6% | $6,977-18.0% |
| Admin fee / account holder | $372 | $10,960-96.6% | $10,217-96.4% | $19,030-98.0% |