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 | $35,254 | $166,242-78.8% | $165,071-78.6% | $145,884-75.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 26.33% | 100.44%-74.1pp | 70.17%-43.8pp | 551.85%-525.5pp |
| Employer contribution / active EE | $4,000 | $5,283-24.3% | $4,347-8.0% | $4,662-14.2% |
| Participant deferral / active EE | $4,370 | $6,964-37.3% | $6,035-27.6% | $6,690-34.7% |
| Admin fee / account holder | $989 | $16,658-94.1% | $12,695-92.2% | $13,392-92.6% |