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 | $51,502 | $100,938-49.0% | $90,461-43.1% | $158,982-67.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.12% | 1727.20%-1706.1pp | 1294.76%-1273.6pp | 302.99%-281.9pp |
| Employer contribution / active EE | $1,374 | $3,691-62.8% | $3,264-57.9% | $4,763-71.2% |
| Participant deferral / active EE | $1,571 | $4,350-63.9% | $3,964-60.4% | $5,983-73.7% |
| Admin fee / account holder | $1,724 | $6,510-73.5% | $5,617-69.3% | $11,252-84.7% |