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 | $8,092 | $72,396-88.8% | $67,511-88.0% | $145,959-94.5% |
| Participation rate | 95.8% | 76.9%+19.0pp | 72.9%+22.9pp | 80.3%+15.5pp |
| Annual return | 14.09% | 7194.07%-7180.0pp | 3517.41%-3503.3pp | 561.95%-547.9pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $885 | $4,781-81.5% | $4,000-77.9% | $6,689-86.8% |
| Admin fee / account holder | $1,634 | $5,538-70.5% | $3,999-59.1% | $13,398-87.8% |