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 | $76,393 | $109,863-30.5% | $98,477-22.4% | $167,518-54.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.36% | 1958.09%-1938.7pp | 1493.59%-1474.2pp | 478.71%-459.3pp |
| Employer contribution / active EE | $10,682 | $3,225+231.2% | $2,961+260.8% | $4,838+120.8% |
| Participant deferral / active EE | $4,315 | $4,673-7.7% | $4,276+0.9% | $6,342-32.0% |
| Admin fee / account holder | $662 | $6,755-90.2% | $5,951-88.9% | $12,312-94.6% |