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 | $58,772 | $95,188-38.3% | $76,518-23.2% | $135,379-56.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 1538.95% | 4.85%+1534.1pp | -0.27%+1539.2pp | 519.79%+1019.2pp |
| Employer contribution / active EE | $2,559 | $3,303-22.5% | $2,647-3.4% | $4,779-46.5% |
| Participant deferral / active EE | $5,337 | $4,640+15.0% | $3,836+39.1% | $5,609-4.8% |
| Admin fee / account holder | $398 | $6,249-93.6% | $4,849-91.8% | $10,828-96.3% |