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 | $22,585 | $111,830-79.8% | $93,696-75.9% | $145,884-84.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.32% | 204.08%-191.8pp | 133.74%-121.4pp | 551.85%-539.5pp |
| Employer contribution / active EE | $4,728 | $3,093+52.9% | $2,422+95.2% | $4,662+1.4% |
| Participant deferral / active EE | $4,499 | $4,920-8.6% | $4,417+1.9% | $6,690-32.8% |
| Admin fee / account holder | $1,615 | $10,249-84.2% | $8,287-80.5% | $13,392-87.9% |