Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,987 | $88,702-66.2% | $81,780-63.3% | $145,978-79.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.85% | 1029.12%-1015.3pp | 776.27%-762.4pp | 550.52%-536.7pp |
| Employer contribution / active EE | $1,939 | $3,084-37.1% | $2,914-33.5% | $4,662-58.4% |
| Participant deferral / active EE | $6,243 | $4,645+34.4% | $4,321+44.5% | $6,690-6.7% |
| Admin fee / account holder | $1,176 | $8,414-86.0% | $7,384-84.1% | $13,400-91.2% |