Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,482 | $100,895-67.8% | $90,430-64.1% | $158,950-79.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.86% | 1725.54%-1714.7pp | 1293.73%-1282.9pp | 302.91%-292.1pp |
| Employer contribution / active EE | $3,395 | $3,689-8.0% | $3,262+4.1% | $4,762-28.7% |
| Participant deferral / active EE | $12,553 | $4,347+188.8% | $3,963+216.8% | $5,983+109.8% |
| Admin fee / account holder | $1,339 | $6,505-79.4% | $5,613-76.2% | $11,248-88.1% |