Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,275 | $183,516-87.9% | $155,534-85.7% | $145,884-84.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.25% | 61.43%-48.2pp | 64.92%-51.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,285 | $5,315-75.8% | $4,675-72.5% | $4,662-72.4% |
| Participant deferral / active EE | $2,683 | $6,467-58.5% | $5,630-52.3% | $6,690-59.9% |
| Admin fee / account holder | $365 | $19,293-98.1% | $15,900-97.7% | $13,392-97.3% |