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 | $15,529 | $103,000-84.9% | $90,300-82.8% | $152,885-89.8% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.5%-11.0pp |
| Annual return | 363.81% | 95.19%+268.6pp | 78.11%+285.7pp | 345.39%+18.4pp |
| Employer contribution / active EE | $6,405 | $3,138+104.1% | $2,854+124.4% | $4,763+34.5% |
| Participant deferral / active EE | $6,429 | $4,281+50.2% | $3,884+65.5% | $5,851+9.9% |
| Admin fee / account holder | $1,181 | $6,173-80.9% | $5,353-77.9% | $11,598-89.8% |