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 | $38,556 | $88,754-56.6% | $81,820-52.9% | $145,877-73.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.79% | 1031.77%-1021.0pp | 777.93%-767.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $2,064 | $3,085-33.1% | $2,915-29.2% | $4,663-55.7% |
| Participant deferral / active EE | $1,716 | $4,648-63.1% | $4,323-60.3% | $6,691-74.4% |
| Admin fee / account holder | $2,196 | $8,424-73.9% | $7,391-70.3% | $13,402-83.6% |