Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $32,733 | $210,698-84.5% | $178,014-81.6% | $145,959-77.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.99% | 386.27%-376.3pp | 294.80%-284.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $1,134 | $4,567-75.2% | $3,950-71.3% | $4,661-75.7% |
| Participant deferral / active EE | $2,783 | $6,958-60.0% | $6,276-55.7% | $6,689-58.4% |
| Admin fee / account holder | $697 | $12,016-94.2% | $10,362-93.3% | $13,398-94.8% |