Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,747 | $88,754-75.5% | $81,820-73.4% | $145,877-85.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.26% | 1031.77%-1016.5pp | 777.93%-762.7pp | 551.28%-536.0pp |
| Employer contribution / active EE | $2,172 | $3,085-29.6% | $2,915-25.5% | $4,663-53.4% |
| Participant deferral / active EE | $5,263 | $4,648+13.2% | $4,323+21.8% | $6,691-21.3% |
| Admin fee / account holder | $2,224 | $8,424-73.6% | $7,391-69.9% | $13,402-83.4% |