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 | $24,178 | $72,426-66.6% | $67,560-64.2% | $145,897-83.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.54% | 7226.78%-7213.2pp | 3533.50%-3520.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $847 | $3,074-72.4% | $2,737-69.1% | $4,663-81.8% |
| Participant deferral / active EE | $1,062 | $4,785-77.8% | $4,004-73.5% | $6,689-84.1% |
| Admin fee / account holder | $1,669 | $5,514-69.7% | $3,994-58.2% | $13,390-87.5% |