Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $45,124 | $121,701-62.9% | $104,639-56.9% | $158,982-71.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 40.88% | 465.72%-424.8pp | 340.67%-299.8pp | 302.99%-262.1pp |
| Employer contribution / active EE | $24,555 | $3,165+675.7% | $2,682+815.6% | $4,763+415.6% |
| Participant deferral / active EE | $8,625 | $4,176+106.5% | $3,738+130.7% | $5,983+44.1% |
| Admin fee / account holder | $468 | $7,778-94.0% | $6,465-92.8% | $11,252-95.8% |