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 | $50,026 | $165,381-69.8% | $149,730-66.6% | $158,966-68.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.58% | 348.29%-306.7pp | 276.70%-235.1pp | 302.95%-261.4pp |
| Employer contribution / active EE | $9,875 | $5,104+93.5% | $4,645+112.6% | $4,762+107.4% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,787 | $10,809-65.0% | $9,310-59.3% | $11,250-66.3% |