Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $29,956 | $160,040-81.3% | $147,096-79.6% | $145,877-79.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.97% | 98.49%-85.5pp | 419.75%-406.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,365 | $5,289-55.3% | $4,936-52.1% | $4,663-49.3% |
| Participant deferral / active EE | $5,538 | $8,429-34.3% | $8,071-31.4% | $6,691-17.2% |
| Admin fee / account holder | $25,600 | $15,050+70.1% | $13,005+96.8% | $13,402+91.0% |