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 | $15,473 | $57,305-73.0% | $86,640-82.1% | $75,173-79.4% |
| Participation rate | 97.1% | 63.2%+33.9pp | 71.7%+25.4pp | 67.2%+29.9pp |
| Annual return | 36.99% | 2674.24%-2637.2pp | 592.52%-555.5pp | 160.72%-123.7pp |
| Employer contribution / active EE | $1,125 | $2,316-51.4% | $3,024-62.8% | $2,671-57.9% |
| Participant deferral / active EE | $7,164 | $3,320+115.8% | $4,438+61.4% | $4,126+73.6% |
| Admin fee / account holder | $3,749 | $4,116-8.9% | $5,616-33.2% | $5,651-33.7% |