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 | $37,130 | $150,447-75.3% | $136,298-72.8% | $147,586-74.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.77% | 1049.15%-1034.4pp | 5156.27%-5141.5pp | 578.59%-563.8pp |
| Employer contribution / active EE | $1,500 | $5,256-71.5% | $4,696-68.1% | $4,876-69.2% |
| Participant deferral / active EE | $7,763 | $6,631+17.1% | $6,247+24.3% | $5,439+42.7% |
| Admin fee / account holder | $337 | $10,906-96.9% | $9,244-96.4% | $10,886-96.9% |