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 | $21,573 | $99,011-78.2% | $86,582-75.1% | $147,586-85.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.75% | 1312.75%-1294.0pp | 965.08%-946.3pp | 578.59%-559.8pp |
| Employer contribution / active EE | $1,128 | $3,132-64.0% | $2,839-60.3% | $4,876-76.9% |
| Participant deferral / active EE | $1,811 | $3,972-54.4% | $3,609-49.8% | $5,439-66.7% |
| Admin fee / account holder | $788 | $5,709-86.2% | $4,904-83.9% | $10,886-92.8% |