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 | $63,931 | $115,814-44.8% | $101,275-36.9% | $158,982-59.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.46% | 56.16%-41.7pp | 46.48%-32.0pp | 302.99%-288.5pp |
| Employer contribution / active EE | $1,907 | $4,176-54.3% | $3,660-47.9% | $4,763-60.0% |
| Participant deferral / active EE | $1,907 | $4,958-61.5% | $4,371-56.4% | $5,983-68.1% |
| Admin fee / account holder | $993 | $7,249-86.3% | $5,948-83.3% | $11,252-91.2% |