Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $20,211 | $160,070-87.4% | $147,117-86.3% | $145,897-86.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.32% | 98.69%-81.4pp | 420.54%-403.2pp | 552.29%-535.0pp |
| Employer contribution / active EE | $3,143 | $5,285-40.5% | $4,932-36.3% | $4,663-32.6% |
| Participant deferral / active EE | $4,780 | $8,419-43.2% | $8,065-40.7% | $6,689-28.5% |
| Admin fee / account holder | $6,205 | $15,035-58.7% | $12,993-52.2% | $13,390-53.7% |