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 | $21,963 | $109,872-80.0% | $98,483-77.7% | $167,536-86.9% |
| Participation rate | 95.0% | 75.8%+19.2pp | 73.3%+21.7pp | 82.1%+12.9pp |
| Annual return | 10.48% | 1959.31%-1948.8pp | 1494.38%-1483.9pp | 478.82%-468.3pp |
| Employer contribution / active EE | $1,110 | $3,225-65.6% | $2,961-62.5% | $4,839-77.1% |
| Participant deferral / active EE | $3,853 | $4,673-17.6% | $4,276-9.9% | $6,342-39.2% |
| Admin fee / account holder | $1,109 | $6,757-83.6% | $5,953-81.4% | $12,315-91.0% |