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 | $41,760 | $155,833-73.2% | $124,693-66.5% | $167,518-75.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 16.88% | 17.98%-1.1pp | 5144.19%-5127.3pp | 478.71%-461.8pp |
| Employer contribution / active EE | $14,425 | $4,164+246.4% | $3,324+333.9% | $4,838+198.1% |
| Participant deferral / active EE | $11,263 | $5,675+98.5% | $4,615+144.0% | $6,342+77.6% |
| Admin fee / account holder | $3,500 | $9,534-63.3% | $7,494-53.3% | $12,312-71.6% |