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 | $27,003 | $100,895-73.2% | $90,430-70.1% | $158,950-83.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.42% | 1725.54%-1712.1pp | 1293.73%-1280.3pp | 302.91%-289.5pp |
| Employer contribution / active EE | $3,055 | $3,689-17.2% | $3,262-6.3% | $4,762-35.8% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $665 | $6,505-89.8% | $5,613-88.1% | $11,248-94.1% |