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 | $52,823 | $99,017-46.7% | $86,587-39.0% | $147,585-64.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.14% | 1312.37%-1299.2pp | 964.86%-951.7pp | 578.56%-565.4pp |
| Employer contribution / active EE | $1,920 | $3,132-38.7% | $2,839-32.4% | $4,876-60.6% |
| Participant deferral / active EE | $3,914 | $3,972-1.5% | $3,609+8.5% | $5,439-28.0% |
| Admin fee / account holder | $858 | $5,710-85.0% | $4,906-82.5% | $10,885-92.1% |