Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,879 | $72,403-85.0% | $67,524-83.9% | $145,978-92.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.43% | 7197.23%-7179.8pp | 3519.41%-3502.0pp | 550.52%-533.1pp |
| Employer contribution / active EE | $1,048 | $3,072-65.9% | $2,734-61.7% | $4,662-77.5% |
| Participant deferral / active EE | $4,084 | $4,782-14.6% | $4,001+2.1% | $6,690-39.0% |
| Admin fee / account holder | $2,005 | $5,541-63.8% | $4,001-49.9% | $13,400-85.0% |