Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,015 | $102,638-77.6% | $81,982-71.9% | $158,982-85.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 8.86% | 61.05%-52.2pp | 41.31%-32.5pp | 302.99%-294.1pp |
| Employer contribution / active EE | $4,151 | $3,241+28.1% | $2,498+66.1% | $4,763-12.9% |
| Participant deferral / active EE | $1,680 | $4,649-63.9% | $3,722-54.9% | $5,983-71.9% |
| Admin fee / account holder | $729 | $8,237-91.1% | $5,665-87.1% | $11,252-93.5% |