Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,179 | $100,938-83.0% | $90,461-81.0% | $158,982-89.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.05% | 1727.20%-1716.1pp | 1294.76%-1283.7pp | 302.99%-291.9pp |
| Employer contribution / active EE | $1,823 | $3,691-50.6% | $3,264-44.2% | $4,763-61.7% |
| Participant deferral / active EE | $2,103 | $4,350-51.7% | $3,964-47.0% | $5,983-64.9% |
| Admin fee / account holder | $616 | $6,510-90.5% | $5,617-89.0% | $11,252-94.5% |