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 | $66,428 | $76,634-13.3% | $56,054+18.5% | $145,978-54.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.88% | 3004.33%-2991.4pp | 1705.95%-1693.1pp | 550.52%-537.6pp |
| Employer contribution / active EE | $3,921 | $1,380+184.1% | $1,039+277.4% | $4,662-15.9% |
| Participant deferral / active EE | $0 | $2,622-100.0% | $1,952-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,567 | $3,321-52.8% | $2,822-44.5% | $13,400-88.3% |