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 | $14,542 | $73,421-80.2% | $66,439-78.1% | $155,188-90.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 11.90% | 1382.37%-1370.5pp | 757.66%-745.8pp | 148.84%-136.9pp |
| Employer contribution / active EE | $737 | $3,039-75.8% | $2,637-72.1% | $4,248-82.7% |
| Participant deferral / active EE | $1,142 | $4,680-75.6% | $3,876-70.5% | $6,531-82.5% |
| Admin fee / account holder | $3,549 | $8,856-59.9% | $6,173-42.5% | $14,480-75.5% |