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 | $14,778 | $88,778-83.4% | $81,844-81.9% | $145,884-89.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.71% | 1033.03%-1016.3pp | 778.87%-762.2pp | 551.85%-535.1pp |
| Employer contribution / active EE | $7,704 | $3,087+149.5% | $2,916+164.1% | $4,662+65.2% |
| Participant deferral / active EE | $8,389 | $4,648+80.5% | $4,323+94.0% | $6,690+25.4% |
| Admin fee / account holder | $405 | $8,430-95.2% | $7,355-94.5% | $13,392-97.0% |