Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $63,473 | $84,741-25.1% | $75,731-16.2% | $167,553-62.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 10.07% | 199.72%-189.6pp | 104.65%-94.6pp | 478.89%-468.8pp |
| Employer contribution / active EE | $12,273 | $3,230+279.9% | $2,743+347.4% | $4,840+153.6% |
| Participant deferral / active EE | $8,241 | $4,577+80.0% | $3,820+115.7% | $6,343+29.9% |
| Admin fee / account holder | $695 | $5,361-87.0% | $3,620-80.8% | $12,316-94.4% |