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 | $54,436 | $100,911-46.1% | $90,440-39.8% | $158,966-65.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.12% | 1726.62%-1709.5pp | 1294.38%-1277.3pp | 302.95%-285.8pp |
| Employer contribution / active EE | $8,100 | $3,690+119.5% | $3,263+148.2% | $4,762+70.1% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,060 | $6,507-83.7% | $5,615-81.1% | $11,250-90.6% |