Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,767 | $197,637-76.3% | $177,848-73.7% | $158,982-70.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.37% | 58.77%-41.4pp | 48.33%-31.0pp | 302.99%-285.6pp |
| Employer contribution / active EE | $8,904 | $6,698+32.9% | $5,919+50.4% | $4,763+87.0% |
| Participant deferral / active EE | $9,705 | $8,405+15.5% | $7,714+25.8% | $5,983+62.2% |
| Admin fee / account holder | $31,035 | $15,406+101.4% | $12,431+149.7% | $11,252+175.8% |