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 | $37,443 | $76,608-51.1% | $56,077-33.2% | $145,877-74.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.08% | 3009.59%-2994.5pp | 1709.28%-1694.2pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,355 | $1,382-1.9% | $1,040+30.2% | $4,663-70.9% |
| Participant deferral / active EE | $4,499 | $2,624+71.4% | $1,954+130.3% | $6,691-32.8% |
| Admin fee / account holder | $1,204 | $3,325-63.8% | $2,825-57.4% | $13,402-91.0% |