Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,313 | $100,938-80.9% | $90,461-78.7% | $158,982-87.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.74% | 1727.20%-1708.5pp | 1294.76%-1276.0pp | 302.99%-284.2pp |
| Employer contribution / active EE | $3,334 | $3,691-9.7% | $3,264+2.2% | $4,763-30.0% |
| Participant deferral / active EE | $3,672 | $4,350-15.6% | $3,964-7.4% | $5,983-38.6% |
| Admin fee / account holder | $2,683 | $6,510-58.8% | $5,617-52.2% | $11,252-76.2% |