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 | $47,091 | $109,872-57.1% | $98,483-52.2% | $167,536-71.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.08% | 1959.31%-1949.2pp | 1494.38%-1484.3pp | 478.82%-468.7pp |
| Employer contribution / active EE | $2,692 | $3,225-16.5% | $2,961-9.1% | $4,839-44.4% |
| Participant deferral / active EE | $3,492 | $4,673-25.3% | $4,276-18.3% | $6,342-44.9% |
| Admin fee / account holder | $490 | $6,757-92.8% | $5,953-91.8% | $12,315-96.0% |