Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $31,309 | $76,519-59.1% | $56,025-44.1% | $145,897-78.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 29.49% | 3017.03%-2987.5pp | 1712.69%-1683.2pp | 552.29%-522.8pp |
| Employer contribution / active EE | $2,223 | $1,383+60.7% | $1,042+113.4% | $4,663-52.3% |
| Participant deferral / active EE | $13,257 | $2,624+405.2% | $1,955+578.3% | $6,689+98.2% |
| Admin fee / account holder | $401 | $3,331-88.0% | $2,828-85.8% | $13,390-97.0% |