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 | $29,218 | $104,544-72.1% | $76,657-61.9% | $152,897-80.9% |
| Participation rate | 90.0% | 76.6%+13.4pp | 72.1%+17.9pp | 82.5%+7.5pp |
| Annual return | 21.66% | 1014.36%-992.7pp | 1166.74%-1145.1pp | 345.43%-323.8pp |
| Employer contribution / active EE | $2,365 | $3,118-24.1% | $2,303+2.7% | $4,764-50.3% |
| Participant deferral / active EE | $3,733 | $4,236-11.9% | $3,335+11.9% | $5,851-36.2% |
| Admin fee / account holder | $363 | $12,286-97.0% | $6,423-94.3% | $11,599-96.9% |