Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $53,159 | $169,336-68.6% | $129,384-58.9% | $145,884-63.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.93% | 14408.70%-14398.8pp | 9461.77%-9451.8pp | 551.85%-541.9pp |
| Employer contribution / active EE | $2,132 | $5,540-61.5% | $4,153-48.7% | $4,662-54.3% |
| Participant deferral / active EE | $2,716 | $4,985-45.5% | $4,166-34.8% | $6,690-59.4% |
| Admin fee / account holder | $13,896 | $9,912+40.2% | $7,686+80.8% | $13,392+3.8% |