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 | $48,793 | $150,442-67.6% | $136,295-64.2% | $147,585-66.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.22% | 1049.09%-1033.9pp | 5155.97%-5140.8pp | 578.56%-563.3pp |
| Employer contribution / active EE | $1,333 | $5,256-74.6% | $4,695-71.6% | $4,876-72.7% |
| Participant deferral / active EE | $2,991 | $6,630-54.9% | $6,247-52.1% | $5,439-45.0% |
| Admin fee / account holder | $6,472 | $10,905-40.7% | $9,243-30.0% | $10,885-40.5% |