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 | $39,143 | $159,978-75.5% | $147,041-73.4% | $145,978-73.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 57.08% | 98.36%-41.3pp | 419.21%-362.1pp | 550.52%-493.4pp |
| Employer contribution / active EE | $4,228 | $5,288-20.0% | $4,935-14.3% | $4,662-9.3% |
| Participant deferral / active EE | $7,314 | $8,429-13.2% | $8,071-9.4% | $6,690+9.3% |
| Admin fee / account holder | $1,992 | $15,053-86.8% | $13,006-84.7% | $13,400-85.1% |