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 | $64,500 | $96,123-32.9% | $77,361-16.6% | $198,609-67.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 12.97% | 2054.81%-2041.8pp | 1011.54%-998.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $1,092 | $3,791-71.2% | $2,990-63.5% | $5,055-78.4% |
| Participant deferral / active EE | $6,920 | $4,975+39.1% | $3,911+76.9% | $6,977-0.8% |
| Admin fee / account holder | $792 | $9,471-91.6% | $5,894-86.6% | $19,030-95.8% |