Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,443 | $104,106-53.5% | $71,086-31.9% | $135,379-64.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 8.87% | 1256.30%-1247.4pp | 650.59%-641.7pp | 519.79%-510.9pp |
| Employer contribution / active EE | $4,545 | $1,485+206.1% | $1,088+317.9% | $4,779-4.9% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $28,558 | $4,142+589.5% | $3,082+826.5% | $10,828+163.7% |