Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $45,689 | $134,817-66.1% | $123,973-63.1% | $155,188-70.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.54% | 515.49%-496.9pp | 388.13%-369.6pp | 148.84%-130.3pp |
| Employer contribution / active EE | $7,404 | $4,425+67.3% | $4,126+79.5% | $4,248+74.3% |
| Participant deferral / active EE | $9,403 | $5,706+64.8% | $5,247+79.2% | $6,531+44.0% |
| Admin fee / account holder | $358 | $13,245-97.3% | $11,799-97.0% | $14,480-97.5% |