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 | $21,637 | $88,815-75.6% | $81,882-73.6% | $145,897-85.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.71% | 1033.75%-1021.0pp | 779.47%-766.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,789 | $3,086-42.0% | $2,916-38.7% | $4,663-61.6% |
| Participant deferral / active EE | $2,480 | $4,647-46.6% | $4,323-42.6% | $6,689-62.9% |
| Admin fee / account holder | $1,961 | $8,434-76.7% | $7,360-73.4% | $13,390-85.4% |