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 | $39,388 | $100,938-61.0% | $90,461-56.5% | $158,982-75.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.25% | 1727.20%-1712.0pp | 1294.76%-1279.5pp | 302.99%-287.7pp |
| Employer contribution / active EE | $8,207 | $3,691+122.3% | $3,264+151.5% | $4,763+72.3% |
| Participant deferral / active EE | $4,103 | $4,350-5.7% | $3,964+3.5% | $5,983-31.4% |
| Admin fee / account holder | $3,342 | $6,510-48.7% | $5,617-40.5% | $11,252-70.3% |