Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $47,514 | $88,754-46.5% | $81,820-41.9% | $145,877-67.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.52% | 1031.77%-1008.2pp | 777.93%-754.4pp | 551.28%-527.8pp |
| Employer contribution / active EE | $3,083 | $3,085-0.1% | $2,915+5.8% | $4,663-33.9% |
| Participant deferral / active EE | $6,083 | $4,648+30.9% | $4,323+40.7% | $6,691-9.1% |
| Admin fee / account holder | $508 | $8,424-94.0% | $7,391-93.1% | $13,402-96.2% |