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 | $34,072 | $100,895-66.2% | $90,430-62.3% | $158,950-78.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.41% | 1725.54%-1711.1pp | 1293.73%-1279.3pp | 302.91%-288.5pp |
| Employer contribution / active EE | $1,675 | $3,689-54.6% | $3,262-48.6% | $4,762-64.8% |
| Participant deferral / active EE | $3,614 | $4,347-16.9% | $3,963-8.8% | $5,983-39.6% |
| Admin fee / account holder | $11,511 | $6,505+77.0% | $5,613+105.1% | $11,248+2.3% |