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 | $17,749 | $105,145-83.1% | $94,664-81.3% | $139,466-87.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 28.77% | 38.09%-9.3pp | 156.84%-128.1pp | 373.66%-344.9pp |
| Employer contribution / active EE | $3,701 | $4,107-9.9% | $3,673+0.8% | $4,754-22.2% |
| Participant deferral / active EE | $5,190 | $7,599-31.7% | $7,417-30.0% | $6,712-22.7% |
| Admin fee / account holder | $1,518 | $8,972-83.1% | $7,222-79.0% | $11,409-86.7% |