Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $51,509 | $96,361-46.5% | $80,607-36.1% | $139,456-63.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.60% | 1350.95%-1335.4pp | 936.11%-920.5pp | 373.45%-357.9pp |
| Employer contribution / active EE | $2,875 | $3,262-11.9% | $2,724+5.5% | $4,753-39.5% |
| Participant deferral / active EE | $7,082 | $5,232+35.4% | $4,448+59.2% | $6,711+5.5% |
| Admin fee / account holder | $664 | $6,601-89.9% | $5,379-87.6% | $11,407-94.2% |