Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $46,252 | $99,011-53.3% | $86,582-46.6% | $147,586-68.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.26% | 1312.75%-1294.5pp | 965.08%-946.8pp | 578.59%-560.3pp |
| Employer contribution / active EE | $3,567 | $3,132+13.9% | $2,839+25.6% | $4,876-26.8% |
| Participant deferral / active EE | $6,774 | $3,972+70.5% | $3,609+87.7% | $5,439+24.6% |
| Admin fee / account holder | $36,682 | $5,709+542.5% | $4,904+648.0% | $10,886+237.0% |