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 | $47,386 | $88,754-46.6% | $81,820-42.1% | $145,877-67.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.85% | 1031.77%-1018.9pp | 777.93%-765.1pp | 551.28%-538.4pp |
| Employer contribution / active EE | $7,790 | $3,085+152.5% | $2,915+167.2% | $4,663+67.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $10,162 | $8,424+20.6% | $7,391+37.5% | $13,402-24.2% |