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 | $104,158 | $171,865-39.4% | $149,718-30.4% | $147,585-29.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.94% | 2113.29%-2099.3pp | 1501.67%-1487.7pp | 578.56%-564.6pp |
| Employer contribution / active EE | $1,596 | $6,275-74.6% | $5,445-70.7% | $4,876-67.3% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,563 | $13,799-74.2% | $11,283-68.4% | $10,885-67.3% |