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 | $50,253 | $88,778-43.4% | $81,844-38.6% | $145,884-65.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.52% | 1033.03%-1014.5pp | 778.87%-760.4pp | 551.85%-533.3pp |
| Employer contribution / active EE | $1,076 | $3,087-65.2% | $2,916-63.1% | $4,662-76.9% |
| Participant deferral / active EE | $5,958 | $4,648+28.2% | $4,323+37.8% | $6,690-10.9% |
| Admin fee / account holder | $1,273 | $8,430-84.9% | $7,355-82.7% | $13,392-90.5% |