Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $30,130 | $154,754-80.5% | $124,206-75.7% | $138,895-78.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 13.08% | 709.28%-696.2pp | 515.27%-502.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,425 | $4,446-68.0% | $3,540-59.7% | $4,194-66.0% |
| Participant deferral / active EE | $8,012 | $4,621+73.4% | $3,968+101.9% | $6,396+25.3% |
| Admin fee / account holder | $12,171 | $6,690+81.9% | $5,929+105.3% | $12,562-3.1% |