Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,346 | $156,963-92.8% | $121,204-90.6% | $139,466-91.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 27.76% | 1476.75%-1449.0pp | 987.18%-959.4pp | 373.66%-345.9pp |
| Employer contribution / active EE | $2,711 | $5,544-51.1% | $4,170-35.0% | $4,754-43.0% |
| Participant deferral / active EE | $3,072 | $4,848-36.6% | $4,083-24.8% | $6,712-54.2% |
| Admin fee / account holder | $601 | $6,953-91.4% | $5,651-89.4% | $11,409-94.7% |