Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $34,674 | $108,285-68.0% | $77,552-55.3% | $158,982-78.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 1005.25% | 31.69%+973.6pp | 54.82%+950.4pp | 302.99%+702.3pp |
| Employer contribution / active EE | $1,508 | $1,325+13.8% | $987+52.9% | $4,763-68.3% |
| Participant deferral / active EE | $3,317 | $2,455+35.1% | $1,861+78.2% | $5,983-44.6% |
| Admin fee / account holder | $359 | $3,709-90.3% | $2,859-87.4% | $11,252-96.8% |