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 | $24,227 | $176,105-86.2% | $159,474-84.8% | $167,536-85.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.73% | 331.91%-312.2pp | 263.68%-243.9pp | 478.82%-459.1pp |
| Employer contribution / active EE | $2,903 | $5,299-45.2% | $4,831-39.9% | $4,839-40.0% |
| Participant deferral / active EE | $8,509 | $7,751+9.8% | $7,353+15.7% | $6,342+34.2% |
| Admin fee / account holder | $450 | $12,559-96.4% | $10,802-95.8% | $12,315-96.3% |