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 | $24,447 | $175,259-86.1% | $149,723-83.7% | $139,487-82.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.24% | 166.82%-143.6pp | 134.50%-111.3pp | 373.84%-350.6pp |
| Employer contribution / active EE | $3,804 | $5,478-30.6% | $4,821-21.1% | $4,755-20.0% |
| Participant deferral / active EE | $10,131 | $6,522+55.3% | $5,682+78.3% | $6,713+50.9% |
| Admin fee / account holder | $1,221 | $16,158-92.4% | $13,215-90.8% | $11,407-89.3% |