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 | $33,101 | $81,763-59.5% | $58,561-43.5% | $139,466-76.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 12.84% | 7427.77%-7414.9pp | 4251.33%-4238.5pp | 373.66%-360.8pp |
| Employer contribution / active EE | $14,102 | $1,398+908.7% | $1,053+1238.7% | $4,754+196.6% |
| Participant deferral / active EE | $5,544 | $2,555+117.0% | $1,923+188.3% | $6,712-17.4% |
| Admin fee / account holder | $836 | $3,273-74.5% | $2,520-66.8% | $11,409-92.7% |