Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $33,201 | $102,663-67.7% | $86,216-61.5% | $139,466-76.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.52% | 1924.52%-1911.0pp | 1169.42%-1155.9pp | 373.66%-360.1pp |
| Employer contribution / active EE | $2,977 | $3,035-1.9% | $2,382+25.0% | $4,754-37.4% |
| Participant deferral / active EE | $3,988 | $4,677-14.7% | $3,986+0.1% | $6,712-40.6% |
| Admin fee / account holder | $1,012 | $8,663-88.3% | $6,853-85.2% | $11,409-91.1% |