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 | $29,844 | $176,688-83.1% | $130,660-77.2% | $152,885-80.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 10.83% | 2693.08%-2682.3pp | 1709.29%-1698.5pp | 345.39%-334.6pp |
| Employer contribution / active EE | $5,854 | $5,743+1.9% | $4,092+43.0% | $4,763+22.9% |
| Participant deferral / active EE | $2,207 | $4,362-49.4% | $3,603-38.8% | $5,851-62.3% |
| Admin fee / account holder | $9,765 | $7,131+36.9% | $5,463+78.7% | $11,598-15.8% |