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 | $28,130 | $99,011-71.6% | $86,582-67.5% | $147,586-80.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.80% | 1312.75%-1300.9pp | 965.08%-953.3pp | 578.59%-566.8pp |
| Employer contribution / active EE | $2,716 | $3,132-13.3% | $2,839-4.3% | $4,876-44.3% |
| Participant deferral / active EE | $4,367 | $3,972+9.9% | $3,609+21.0% | $5,439-19.7% |
| Admin fee / account holder | $712 | $5,709-87.5% | $4,904-85.5% | $10,886-93.5% |