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 | $44,317 | $99,017-55.2% | $86,587-48.8% | $147,585-70.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.95% | 1312.37%-1295.4pp | 964.86%-947.9pp | 578.56%-561.6pp |
| Employer contribution / active EE | $1,950 | $3,132-37.7% | $2,839-31.3% | $4,876-60.0% |
| Participant deferral / active EE | $2,726 | $3,972-31.4% | $3,609-24.4% | $5,439-49.9% |
| Admin fee / account holder | $5,710 | $5,7100% | $4,906+16.4% | $10,885-47.5% |