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 | $17,100 | $105,145-83.7% | $94,664-81.9% | $139,466-87.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 148.13% | 38.09%+110.0pp | 156.84%-8.7pp | 373.66%-225.5pp |
| Employer contribution / active EE | $4,342 | $4,107+5.7% | $3,673+18.2% | $4,754-8.7% |
| Participant deferral / active EE | $9,257 | $7,599+21.8% | $7,417+24.8% | $6,712+37.9% |
| Admin fee / account holder | $1,091 | $8,972-87.8% | $7,222-84.9% | $11,409-90.4% |