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 | $52,646 | $76,608-31.3% | $56,077-6.1% | $145,877-63.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.12% | 3009.59%-2998.5pp | 1709.28%-1698.2pp | 551.28%-540.2pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,590 | $2,624+151.1% | $1,954+237.3% | $6,691-1.5% |
| Admin fee / account holder | $1,219 | $3,325-63.3% | $2,825-56.8% | $13,402-90.9% |