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 | $42,490 | $166,131-74.4% | $164,975-74.2% | $145,877-70.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 44.68% | 100.37%-55.7pp | 70.12%-25.4pp | 551.28%-506.6pp |
| Employer contribution / active EE | $18,768 | $5,276+255.8% | $4,343+332.2% | $4,663+302.5% |
| Participant deferral / active EE | $6,260 | $6,962-10.1% | $6,033+3.8% | $6,691-6.4% |
| Admin fee / account holder | $1,143 | $16,648-93.1% | $12,688-91.0% | $13,402-91.5% |