Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,502 | $102,595-81.0% | $94,057-79.3% | $154,746-87.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 23.42% | 583.42%-560.0pp | 480.62%-457.2pp | 172.34%-148.9pp |
| Employer contribution / active EE | $2,545 | $3,147-19.1% | $2,933-13.2% | $4,379-41.9% |
| Participant deferral / active EE | $3,454 | $5,118-32.5% | $4,709-26.7% | $6,730-48.7% |
| Admin fee / account holder | $817 | $7,736-89.4% | $7,244-88.7% | $14,365-94.3% |