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 | $35,514 | $185,883-80.9% | $170,043-79.1% | $139,466-74.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 34.08% | 60.54%-26.5pp | 53.40%-19.3pp | 373.66%-339.6pp |
| Employer contribution / active EE | $9,287 | $7,596+22.3% | $6,790+36.8% | $4,754+95.4% |
| Participant deferral / active EE | $15,035 | $11,626+29.3% | $10,410+44.4% | $6,712+124.0% |
| Admin fee / account holder | $1,465 | $15,393-90.5% | $12,824-88.6% | $11,409-87.2% |