Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $41,089 | $165,584-75.2% | $142,942-71.3% | $137,256-70.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 18.66% | 164.22%-145.6pp | 113.70%-95.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,816 | $4,725-40.4% | $4,139-32.0% | $4,156-32.2% |
| Participant deferral / active EE | $8,755 | $8,194+6.9% | $7,128+22.8% | $6,407+36.7% |
| Admin fee / account holder | $441 | $16,167-97.3% | $12,475-96.5% | $12,270-96.4% |