Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $84,954 | $102,595-17.2% | $94,057-9.7% | $154,746-45.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 28.96% | 583.42%-554.5pp | 480.62%-451.7pp | 172.34%-143.4pp |
| Employer contribution / active EE | $18,584 | $3,147+490.5% | $2,933+533.6% | $4,379+324.4% |
| Participant deferral / active EE | $15,085 | $5,118+194.7% | $4,709+220.3% | $6,730+124.1% |
| Admin fee / account holder | $5,409 | $7,736-30.1% | $7,244-25.3% | $14,365-62.3% |