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 | $18,125 | $65,575-72.4% | $86,209-79.0% | $75,181-75.9% |
| Participation rate | 94.0% | 60.5%+33.5pp | 69.0%+25.0pp | 67.2%+26.8pp |
| Annual return | 524.23% | 46.07%+478.2pp | 1169.05%-644.8pp | 160.69%+363.5pp |
| Employer contribution / active EE | $2,963 | $1,553+90.8% | $2,381+24.4% | $2,671+11.0% |
| Participant deferral / active EE | $5,395 | $3,023+78.5% | $3,986+35.4% | $4,126+30.8% |
| Admin fee / account holder | $976 | $5,470-82.1% | $6,853-85.8% | $5,650-82.7% |