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 | $35,023 | $56,199-37.7% | $67,652-48.2% | $59,632-41.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 16.94% | 18505.31%-18488.4pp | 6625.04%-6608.1pp | 2041.32%-2024.4pp |
| Employer contribution / active EE | $2,074 | $1,614+28.5% | $2,266-8.4% | $2,203-5.8% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $505 | $3,958-87.2% | $4,821-89.5% | $4,297-88.2% |