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 | $28,983 | $106,005-72.7% | $92,239-68.6% | $147,585-80.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.30% | 50.05%-33.8pp | 176.29%-160.0pp | 578.58%-562.3pp |
| Employer contribution / active EE | $3,218 | $4,333-25.7% | $3,680-12.5% | $4,876-34.0% |
| Participant deferral / active EE | $6,037 | $4,478+34.8% | $3,897+54.9% | $5,439+11.0% |
| Admin fee / account holder | $352 | $6,333-94.4% | $5,194-93.2% | $10,886-96.8% |