Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $50,084 | $107,941-53.6% | $91,994-45.6% | $152,897-67.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 21.64% | 89.28%-67.6pp | 69.04%-47.4pp | 345.43%-323.8pp |
| Employer contribution / active EE | $14,052 | $4,212+233.7% | $3,453+307.0% | $4,764+195.0% |
| Participant deferral / active EE | $7,333 | $6,366+15.2% | $5,924+23.8% | $5,851+25.3% |
| Admin fee / account holder | $827 | $10,521-92.1% | $7,744-89.3% | $11,599-92.9% |