Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $36,274 | $183,627-80.2% | $155,602-76.7% | $145,978-75.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 144.54% | 61.32%+83.2pp | 64.81%+79.7pp | 550.52%-406.0pp |
| Employer contribution / active EE | $1,360 | $5,316-74.4% | $4,675-70.9% | $4,662-70.8% |
| Participant deferral / active EE | $4,724 | $6,466-26.9% | $5,629-16.1% | $6,690-29.4% |
| Admin fee / account holder | $17,711 | $19,327-8.4% | $15,923+11.2% | $13,400+32.2% |