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 | $20,630 | $81,763-74.8% | $58,561-64.8% | $139,466-85.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 14.49% | 7427.77%-7413.3pp | 4251.33%-4236.8pp | 373.66%-359.2pp |
| Employer contribution / active EE | $2,054 | $1,398+46.9% | $1,053+95.0% | $4,754-56.8% |
| Participant deferral / active EE | $2,530 | $2,555-1.0% | $1,923+31.6% | $6,712-62.3% |
| Admin fee / account holder | $4,065 | $3,273+24.2% | $2,520+61.3% | $11,409-64.4% |