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 | $13,657 | $105,145-87.0% | $94,664-85.6% | $139,466-90.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.97% | 38.09%-18.1pp | 156.84%-136.9pp | 373.66%-353.7pp |
| Employer contribution / active EE | $3,930 | $4,107-4.3% | $3,673+7.0% | $4,754-17.3% |
| Participant deferral / active EE | $4,891 | $7,599-35.6% | $7,417-34.1% | $6,712-27.1% |
| Admin fee / account holder | $6,409 | $8,972-28.6% | $7,222-11.2% | $11,409-43.8% |