Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $63,616 | $102,663-38.0% | $86,216-26.2% | $139,466-54.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 22.16% | 1924.52%-1902.4pp | 1169.42%-1147.3pp | 373.66%-351.5pp |
| Employer contribution / active EE | $3,893 | $3,035+28.3% | $2,382+63.5% | $4,754-18.1% |
| Participant deferral / active EE | $12,029 | $4,677+157.2% | $3,986+201.8% | $6,712+79.2% |
| Admin fee / account holder | $645 | $8,663-92.6% | $6,853-90.6% | $11,409-94.3% |