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 | $88,778-43.1% | $81,844-38.3% | $145,884-65.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.42% | 1033.03%-1014.6pp | 778.87%-760.4pp | 551.85%-533.4pp |
| Employer contribution / active EE | $2,115 | $3,087-31.5% | $2,916-27.5% | $4,662-54.6% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,579 | $8,430-69.4% | $7,355-64.9% | $13,392-80.7% |