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 | $39,356 | $84,685-53.5% | $73,836-46.7% | $125,389-68.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 6.49% | 3123.80%-3117.3pp | 2268.06%-2261.6pp | 282.24%-275.8pp |
| Employer contribution / active EE | $1,389 | $3,123-55.5% | $2,787-50.2% | $4,866-71.5% |
| Participant deferral / active EE | $2,475 | $3,993-38.0% | $3,583-30.9% | $5,352-53.8% |
| Admin fee / account holder | $1,249 | $5,694-78.1% | $4,882-74.4% | $9,541-86.9% |