Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $53,275 | $102,663-48.1% | $86,216-38.2% | $139,466-61.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 27.73% | 1924.52%-1896.8pp | 1169.42%-1141.7pp | 373.66%-345.9pp |
| Employer contribution / active EE | $2,520 | $3,035-17.0% | $2,382+5.8% | $4,754-47.0% |
| Participant deferral / active EE | $10,502 | $4,677+124.5% | $3,986+163.5% | $6,712+56.5% |
| Admin fee / account holder | $1,136 | $8,663-86.9% | $6,853-83.4% | $11,409-90.0% |