Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $24,552 | $72,396-66.1% | $67,511-63.6% | $145,959-83.2% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 29.86% | 7194.07%-7164.2pp | 3517.41%-3487.6pp | 561.95%-532.1pp |
| Employer contribution / active EE | $3,595 | $3,071+17.1% | $2,733+31.6% | $4,661-22.9% |
| Participant deferral / active EE | $0 | $4,781-100.0% | $4,000-100.0% | $6,689-100.0% |
| Admin fee / account holder | $661 | $5,538-88.1% | $3,999-83.5% | $13,398-95.1% |