Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $43,572 | $102,696-57.6% | $86,235-49.5% | $139,487-68.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.38% | 1925.91%-1907.5pp | 1170.03%-1151.6pp | 373.84%-355.5pp |
| Employer contribution / active EE | $8,026 | $3,034+164.5% | $2,381+237.1% | $4,755+68.8% |
| Participant deferral / active EE | $3,883 | $4,679-17.0% | $3,987-2.6% | $6,713-42.2% |
| Admin fee / account holder | $1,276 | $8,667-85.3% | $6,856-81.4% | $11,407-88.8% |