Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,737 | $76,519-75.5% | $56,025-66.6% | $145,897-87.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.54% | 3017.03%-3006.5pp | 1712.69%-1702.1pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,468 | $1,383+6.1% | $1,042+40.9% | $4,663-68.5% |
| Participant deferral / active EE | $4,022 | $2,624+53.2% | $1,955+105.8% | $6,689-39.9% |
| Admin fee / account holder | $9,350 | $3,331+180.7% | $2,828+230.6% | $13,390-30.2% |