Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,358 | $96,678-87.2% | $86,640-85.7% | $139,466-91.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.67% | 106.69%-92.0pp | 592.52%-577.8pp | 373.66%-359.0pp |
| Employer contribution / active EE | $1,565 | $3,265-52.1% | $3,024-48.2% | $4,754-67.1% |
| Participant deferral / active EE | $2,501 | $4,837-48.3% | $4,438-43.6% | $6,712-62.7% |
| Admin fee / account holder | $1,055 | $6,410-83.5% | $5,616-81.2% | $11,409-90.8% |