Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,630 | $99,995-75.4% | $85,063-71.0% | $145,978-83.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.84% | 83.99%-74.1pp | 66.54%-56.7pp | 550.52%-540.7pp |
| Employer contribution / active EE | $2,525 | $3,231-21.9% | $2,727-7.4% | $4,662-45.8% |
| Participant deferral / active EE | $8,655 | $5,295+63.4% | $4,523+91.4% | $6,690+29.4% |
| Admin fee / account holder | $12,396 | $7,255+70.9% | $6,155+101.4% | $13,400-7.5% |