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 | $31,729 | $150,447-78.9% | $136,298-76.7% | $147,586-78.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.62% | 1049.15%-1035.5pp | 5156.27%-5142.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $5,764 | $5,256+9.6% | $4,696+22.7% | $4,876+18.2% |
| Participant deferral / active EE | $4,936 | $6,631-25.6% | $6,247-21.0% | $5,439-9.2% |
| Admin fee / account holder | $2,951 | $10,906-72.9% | $9,244-68.1% | $10,886-72.9% |