Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,320 | $129,737-85.9% | $119,126-84.6% | $154,746-88.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 30.53% | 379.08%-348.5pp | 282.11%-251.6pp | 172.34%-141.8pp |
| Employer contribution / active EE | $2,153 | $4,375-50.8% | $4,034-46.6% | $4,379-50.8% |
| Participant deferral / active EE | $4,234 | $5,842-27.5% | $5,318-20.4% | $6,730-37.1% |
| Admin fee / account holder | $662 | $11,961-94.5% | $10,693-93.8% | $14,365-95.4% |