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 | $24,171 | $99,011-75.6% | $86,582-72.1% | $147,586-83.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.17% | 1312.75%-1299.6pp | 965.08%-951.9pp | 578.59%-565.4pp |
| Employer contribution / active EE | $1,731 | $3,132-44.7% | $2,839-39.0% | $4,876-64.5% |
| Participant deferral / active EE | $3,841 | $3,972-3.3% | $3,609+6.4% | $5,439-29.4% |
| Admin fee / account holder | $2,757 | $5,709-51.7% | $4,904-43.8% | $10,886-74.7% |