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 | $37,026 | $185,225-80.0% | $142,898-74.1% | $167,536-77.9% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 15.07% | 8558.12%-8543.1pp | 5639.64%-5624.6pp | 478.82%-463.7pp |
| Employer contribution / active EE | $2,869 | $5,607-48.8% | $4,146-30.8% | $4,839-40.7% |
| Participant deferral / active EE | $6,115 | $4,496+36.0% | $3,838+59.3% | $6,342-3.6% |
| Admin fee / account holder | $1,971 | $8,032-75.5% | $6,560-70.0% | $12,315-84.0% |