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 | $62,147 | $99,017-37.2% | $86,587-28.2% | $147,585-57.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.18% | 1312.37%-1294.2pp | 964.86%-946.7pp | 578.56%-560.4pp |
| Employer contribution / active EE | $4,317 | $3,132+37.8% | $2,839+52.0% | $4,876-11.5% |
| Participant deferral / active EE | $7,267 | $3,972+83.0% | $3,609+101.4% | $5,439+33.6% |
| Admin fee / account holder | $2,847 | $5,710-50.2% | $4,906-42.0% | $10,885-73.8% |