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 | $20,280 | $167,030-87.9% | $135,768-85.1% | $155,188-86.9% |
| Participation rate | 90.0% | 76.2%+13.8pp | 71.1%+18.9pp | 80.8%+9.2pp |
| Annual return | 22.23% | 678.39%-656.2pp | 526.10%-503.9pp | 148.84%-126.6pp |
| Employer contribution / active EE | $2,965 | $4,132-28.2% | $3,394-12.6% | $4,248-30.2% |
| Participant deferral / active EE | $4,650 | $4,528+2.7% | $3,977+16.9% | $6,531-28.8% |
| Admin fee / account holder | $376 | $8,172-95.4% | $7,048-94.7% | $14,480-97.4% |