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 | $43,254 | $72,396-40.3% | $67,511-35.9% | $145,959-70.4% |
| Participation rate | 94.1% | 76.9%+17.3pp | 72.9%+21.2pp | 80.3%+13.8pp |
| Annual return | 10.33% | 7194.07%-7183.7pp | 3517.41%-3507.1pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,884 | $3,071-38.6% | $2,733-31.0% | $4,661-59.6% |
| Participant deferral / active EE | $2,873 | $4,781-39.9% | $4,000-28.2% | $6,689-57.1% |
| Admin fee / account holder | $2,376 | $5,538-57.1% | $3,999-40.6% | $13,398-82.3% |