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 | $31,107 | $154,754-79.9% | $124,206-75.0% | $138,895-77.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 15.10% | 709.28%-694.2pp | 515.27%-500.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $2,241 | $4,446-49.6% | $3,540-36.7% | $4,194-46.6% |
| Participant deferral / active EE | $16,479 | $4,621+256.6% | $3,968+315.3% | $6,396+157.6% |
| Admin fee / account holder | $9,614 | $6,690+43.7% | $5,929+62.2% | $12,562-23.5% |