Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $27,882 | $169,361-83.5% | $129,397-78.5% | $145,877-80.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.28% | 14395.54%-14376.3pp | 9453.98%-9434.7pp | 551.28%-532.0pp |
| Employer contribution / active EE | $1,078 | $5,542-80.6% | $4,154-74.1% | $4,663-76.9% |
| Participant deferral / active EE | $1,907 | $4,987-61.8% | $4,167-54.3% | $6,691-71.5% |
| Admin fee / account holder | $1,499 | $9,903-84.9% | $7,679-80.5% | $13,402-88.8% |