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 | $31,692 | $104,544-69.7% | $76,657-58.7% | $152,897-79.3% |
| Participation rate | 94.7% | 76.6%+18.1pp | 72.1%+22.6pp | 82.5%+12.3pp |
| Annual return | 19.63% | 1014.36%-994.7pp | 1166.74%-1147.1pp | 345.43%-325.8pp |
| Employer contribution / active EE | $2,470 | $3,118-20.8% | $2,303+7.3% | $4,764-48.1% |
| Participant deferral / active EE | $2,976 | $4,236-29.8% | $3,335-10.8% | $5,851-49.1% |
| Admin fee / account holder | $302 | $12,286-97.5% | $6,423-95.3% | $11,599-97.4% |