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 | $31,603 | $76,522-58.7% | $56,033-43.6% | $145,884-78.3% |
| Participation rate | 88.9% | 63.2%+25.7pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 9.22% | 3014.28%-3005.1pp | 1711.38%-1702.2pp | 551.85%-542.6pp |
| Employer contribution / active EE | $3,314 | $1,382+139.8% | $1,041+218.4% | $4,662-28.9% |
| Participant deferral / active EE | $3,811 | $2,624+45.2% | $1,954+95.0% | $6,690-43.0% |
| Admin fee / account holder | $555 | $3,328-83.3% | $2,827-80.4% | $13,392-95.9% |