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 | $30,933 | $104,924-70.5% | $84,623-63.4% | $152,885-79.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.72% | 373.82%-355.1pp | 258.77%-240.1pp | 345.39%-326.7pp |
| Employer contribution / active EE | $934 | $3,302-71.7% | $2,652-64.8% | $4,763-80.4% |
| Participant deferral / active EE | $1,094 | $4,689-76.7% | $3,899-71.9% | $5,851-81.3% |
| Admin fee / account holder | $1,296 | $6,242-79.2% | $4,913-73.6% | $11,598-88.8% |