Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $44,157 | $133,998-67.0% | $112,263-60.7% | $134,545-67.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 338.92% | 47.17%+291.8pp | 27.49%+311.4pp | 418.37%-79.4pp |
| Employer contribution / active EE | $7,938 | $4,040+96.5% | $3,636+118.3% | $4,742+67.4% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,114 | $7,493-45.1% | $6,410-35.8% | $11,431-64.0% |