Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,362 | $102,663-77.2% | $86,216-72.9% | $139,466-83.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 25.73% | 1924.52%-1898.8pp | 1169.42%-1143.7pp | 373.66%-347.9pp |
| Employer contribution / active EE | $1,081 | $3,035-64.4% | $2,382-54.6% | $4,754-77.3% |
| Participant deferral / active EE | $9,118 | $4,677+94.9% | $3,986+128.7% | $6,712+35.8% |
| Admin fee / account holder | $429 | $8,663-95.0% | $6,853-93.7% | $11,409-96.2% |