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 | $38,113 | $160,028-76.2% | $147,080-74.1% | $145,884-73.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.14% | 98.60%-78.5pp | 420.17%-400.0pp | 551.85%-531.7pp |
| Employer contribution / active EE | $3,020 | $5,286-42.9% | $4,933-38.8% | $4,662-35.2% |
| Participant deferral / active EE | $9,680 | $8,422+14.9% | $8,066+20.0% | $6,690+44.7% |
| Admin fee / account holder | $686 | $15,030-95.4% | $12,989-94.7% | $13,392-94.9% |