Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $46,452 | $99,031-53.1% | $86,597-46.4% | $147,585-68.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.34% | 1312.56%-1303.2pp | 964.96%-955.6pp | 578.57%-569.2pp |
| Employer contribution / active EE | $3,235 | $3,132+3.3% | $2,840+13.9% | $4,876-33.6% |
| Participant deferral / active EE | $4,010 | $3,972+0.9% | $3,609+11.1% | $5,439-26.3% |
| Admin fee / account holder | $309 | $5,711-94.6% | $4,906-93.7% | $10,885-97.2% |