Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,626 | $160,028-74.0% | $147,080-71.7% | $145,884-71.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.25% | 98.60%-78.3pp | 420.17%-399.9pp | 551.85%-531.6pp |
| Employer contribution / active EE | $3,292 | $5,286-37.7% | $4,933-33.3% | $4,662-29.4% |
| Participant deferral / active EE | $11,261 | $8,422+33.7% | $8,066+39.6% | $6,690+68.3% |
| Admin fee / account holder | $919 | $15,030-93.9% | $12,989-92.9% | $13,392-93.1% |