Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $23,304 | $175,231-86.7% | $149,696-84.4% | $139,466-83.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.85% | 166.77%-150.9pp | 134.46%-118.6pp | 373.66%-357.8pp |
| Employer contribution / active EE | $5,267 | $5,478-3.8% | $4,821+9.3% | $4,754+10.8% |
| Participant deferral / active EE | $3,752 | $6,521-42.5% | $5,682-34.0% | $6,712-44.1% |
| Admin fee / account holder | $370 | $16,155-97.7% | $13,212-97.2% | $11,409-96.8% |