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 | $17,299 | $115,810-85.1% | $101,271-82.9% | $158,966-89.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 34.08% | 56.15%-22.1pp | 46.48%-12.4pp | 302.95%-268.9pp |
| Employer contribution / active EE | $5,329 | $4,175+27.6% | $3,660+45.6% | $4,762+11.9% |
| Participant deferral / active EE | $2,514 | $4,958-49.3% | $4,371-42.5% | $5,983-58.0% |
| Admin fee / account holder | $796 | $7,248-89.0% | $5,948-86.6% | $11,250-92.9% |