Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $58,074 | $95,915-39.5% | $79,580-27.0% | $134,532-56.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 3425.13% | -2.71%+3427.8pp | 0.15%+3425.0pp | 418.27%+3006.9pp |
| Employer contribution / active EE | $1,557 | $3,129-50.2% | $2,413-35.5% | $4,741-67.2% |
| Participant deferral / active EE | $2,101 | $4,693-55.2% | $3,985-47.3% | $6,401-67.2% |
| Admin fee / account holder | $512 | $9,132-94.4% | $6,835-92.5% | $11,429-95.5% |