Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,600 | $88,754-76.8% | $81,820-74.8% | $145,877-85.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.54% | 1031.77%-1018.2pp | 777.93%-764.4pp | 551.28%-537.7pp |
| Employer contribution / active EE | $1,957 | $3,085-36.6% | $2,915-32.9% | $4,663-58.0% |
| Participant deferral / active EE | $2,455 | $4,648-47.2% | $4,323-43.2% | $6,691-63.3% |
| Admin fee / account holder | $5,113 | $8,424-39.3% | $7,391-30.8% | $13,402-61.9% |