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 | $50,477 | $88,815-43.2% | $81,882-38.4% | $145,897-65.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.42% | 1033.75%-1015.3pp | 779.47%-761.1pp | 552.29%-533.9pp |
| Employer contribution / active EE | $2,115 | $3,086-31.5% | $2,916-27.5% | $4,663-54.6% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,579 | $8,434-69.4% | $7,360-65.0% | $13,390-80.7% |