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 | $26,892 | $166,242-83.8% | $165,071-83.7% | $145,884-81.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.41% | 100.44%-86.0pp | 70.17%-55.8pp | 551.85%-537.4pp |
| Employer contribution / active EE | $4,168 | $5,283-21.1% | $4,347-4.1% | $4,662-10.6% |
| Participant deferral / active EE | $8,405 | $6,964+20.7% | $6,035+39.3% | $6,690+25.6% |
| Admin fee / account holder | $20,543 | $16,658+23.3% | $12,695+61.8% | $13,392+53.4% |