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 | $20,009 | $162,529-87.7% | $130,788-84.7% | $154,746-87.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.29% | 510.48%-492.2pp | 386.44%-368.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $3,878 | $4,447-12.8% | $3,558+9.0% | $4,379-11.5% |
| Participant deferral / active EE | $6,098 | $4,808+26.8% | $4,137+47.4% | $6,730-9.4% |
| Admin fee / account holder | $16,744 | $7,669+118.3% | $6,673+150.9% | $14,365+16.6% |