Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $41,806 | $217,392-80.8% | $185,818-77.5% | $167,497-75.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.93% | 148.37%-137.4pp | 122.06%-111.1pp | 478.62%-467.7pp |
| Employer contribution / active EE | $15,316 | $5,873+160.8% | $5,168+196.4% | $4,838+216.6% |
| Participant deferral / active EE | $8,048 | $6,357+26.6% | $5,568+44.5% | $6,341+26.9% |
| Admin fee / account holder | $469 | $19,813-97.6% | $16,239-97.1% | $12,310-96.2% |