Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $43,305 | $109,872-60.6% | $98,483-56.0% | $167,536-74.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.26% | 1959.31%-1943.1pp | 1494.38%-1478.1pp | 478.82%-462.6pp |
| Employer contribution / active EE | $4,150 | $3,225+28.7% | $2,961+40.2% | $4,839-14.2% |
| Participant deferral / active EE | $6,495 | $4,673+39.0% | $4,276+51.9% | $6,342+2.4% |
| Admin fee / account holder | $643 | $6,757-90.5% | $5,953-89.2% | $12,315-94.8% |