Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,268 | $180,749-83.8% | $160,784-81.8% | $137,256-78.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.83% | 2234.46%-2215.6pp | 1803.92%-1785.1pp | 220.34%-201.5pp |
| Employer contribution / active EE | $5,633 | $4,155+35.6% | $3,733+50.9% | $4,156+35.5% |
| Participant deferral / active EE | $2,852 | $6,844-58.3% | $6,293-54.7% | $6,407-55.5% |
| Admin fee / account holder | $880 | $10,397-91.5% | $9,717-90.9% | $12,270-92.8% |