Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $69,551 | $100,895-31.1% | $90,430-23.1% | $158,950-56.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.06% | 1725.54%-1710.5pp | 1293.73%-1278.7pp | 302.91%-287.8pp |
| Employer contribution / active EE | $4,542 | $3,689+23.1% | $3,262+39.2% | $4,762-4.6% |
| Participant deferral / active EE | $1,650 | $4,347-62.0% | $3,963-58.4% | $5,983-72.4% |
| Admin fee / account holder | $7,867 | $6,505+20.9% | $5,613+40.1% | $11,248-30.1% |