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 | $38,652 | $100,895-61.7% | $90,430-57.3% | $158,950-75.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.68% | 1725.54%-1714.9pp | 1293.73%-1283.0pp | 302.91%-292.2pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,600 | $4,347-40.2% | $3,963-34.4% | $5,983-56.5% |
| Admin fee / account holder | $2,500 | $6,505-61.6% | $5,613-55.5% | $11,248-77.8% |