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 | $37,457 | $96,123-61.0% | $77,361-51.6% | $198,609-81.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 11.22% | 2054.81%-2043.6pp | 1011.54%-1000.3pp | 202.70%-191.5pp |
| Employer contribution / active EE | $4,667 | $3,791+23.1% | $2,990+56.1% | $5,055-7.7% |
| Participant deferral / active EE | $4,805 | $4,975-3.4% | $3,911+22.9% | $6,977-31.1% |
| Admin fee / account holder | $1,364 | $9,471-85.6% | $5,894-76.9% | $19,030-92.8% |