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 | $41,180 | $88,702-53.6% | $81,780-49.6% | $145,978-71.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.34% | 1029.12%-1016.8pp | 776.27%-763.9pp | 550.52%-538.2pp |
| Employer contribution / active EE | $5,394 | $3,084+74.9% | $2,914+85.1% | $4,662+15.7% |
| Participant deferral / active EE | $10,144 | $4,645+118.4% | $4,321+134.8% | $6,690+51.6% |
| Admin fee / account holder | $5,408 | $8,414-35.7% | $7,384-26.8% | $13,400-59.6% |