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 | $18,768 | $100,895-81.4% | $90,430-79.2% | $158,950-88.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.28% | 1725.54%-1719.3pp | 1293.73%-1287.4pp | 302.91%-296.6pp |
| Employer contribution / active EE | $1,627 | $3,689-55.9% | $3,262-50.1% | $4,762-65.8% |
| Participant deferral / active EE | $1,961 | $4,347-54.9% | $3,963-50.5% | $5,983-67.2% |
| Admin fee / account holder | $3,400 | $6,505-47.7% | $5,613-39.4% | $11,248-69.8% |