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 | $33,542 | $169,361-80.2% | $129,397-74.1% | $145,877-77.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.13% | 14395.54%-14380.4pp | 9453.98%-9438.9pp | 551.28%-536.2pp |
| Employer contribution / active EE | $4,088 | $5,542-26.2% | $4,154-1.6% | $4,663-12.3% |
| Participant deferral / active EE | $9,898 | $4,987+98.5% | $4,167+137.5% | $6,691+47.9% |
| Admin fee / account holder | $641 | $9,903-93.5% | $7,679-91.6% | $13,402-95.2% |