Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $80,355 | $208,088-61.4% | $186,193-56.8% | $154,746-48.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 20.15% | 89.97%-69.8pp | 78.03%-57.9pp | 172.34%-152.2pp |
| Employer contribution / active EE | $2,169 | $4,340-50.0% | $3,918-44.7% | $4,379-50.5% |
| Participant deferral / active EE | $19,999 | $7,078+182.6% | $6,513+207.1% | $6,730+197.1% |
| Admin fee / account holder | $435 | $11,698-96.3% | $11,058-96.1% | $14,365-97.0% |