Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,289 | $70,366-64.1% | $66,674-62.1% | $138,895-81.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 27.62% | 386.41%-358.8pp | 321.24%-293.6pp | 145.39%-117.8pp |
| Employer contribution / active EE | $8,977 | $2,765+224.6% | $2,620+242.6% | $4,194+114.0% |
| Participant deferral / active EE | $1,555 | $4,374-64.5% | $4,084-61.9% | $6,396-75.7% |
| Admin fee / account holder | $2,167 | $5,262-58.8% | $5,098-57.5% | $12,562-82.7% |