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 | $27,312 | $73,518-62.8% | $63,005-56.7% | $147,585-81.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.61% | 175.46%-159.9pp | 87.59%-72.0pp | 578.58%-563.0pp |
| Employer contribution / active EE | $2,673 | $3,322-19.5% | $2,760-3.1% | $4,876-45.2% |
| Participant deferral / active EE | $1,963 | $4,183-53.1% | $3,329-41.0% | $5,439-63.9% |
| Admin fee / account holder | $1,612 | $5,952-72.9% | $3,599-55.2% | $10,886-85.2% |