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 | $58,821 | $154,754-62.0% | $124,206-52.6% | $138,895-57.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 20.66% | 709.28%-688.6pp | 515.27%-494.6pp | 145.39%-124.7pp |
| Employer contribution / active EE | $4,375 | $4,446-1.6% | $3,540+23.6% | $4,194+4.3% |
| Participant deferral / active EE | $10,146 | $4,621+119.6% | $3,968+155.7% | $6,396+58.6% |
| Admin fee / account holder | $1,452 | $6,690-78.3% | $5,929-75.5% | $12,562-88.4% |