Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $36,951 | $144,130-74.4% | $117,861-68.6% | $147,586-75.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.41% | 531.20%-516.8pp | 335.11%-320.7pp | 578.59%-564.2pp |
| Employer contribution / active EE | $8,285 | $4,897+69.2% | $3,786+118.8% | $4,876+69.9% |
| Participant deferral / active EE | $5,795 | $5,316+9.0% | $4,482+29.3% | $5,439+6.6% |
| Admin fee / account holder | $1,048 | $10,887-90.4% | $8,021-86.9% | $10,886-90.4% |