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 | $23,447 | $202,440-88.4% | $169,390-86.2% | $139,466-83.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 31.18% | 532.36%-501.2pp | 406.07%-374.9pp | 373.66%-342.5pp |
| Employer contribution / active EE | $2,846 | $4,693-39.4% | $4,013-29.1% | $4,754-40.1% |
| Participant deferral / active EE | $13,552 | $6,940+95.3% | $6,222+117.8% | $6,712+101.9% |
| Admin fee / account holder | $4,460 | $10,722-58.4% | $9,015-50.5% | $11,409-60.9% |