Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $45,808 | $96,388-52.5% | $80,627-43.2% | $139,466-67.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 31.39% | 1352.08%-1320.7pp | 936.76%-905.4pp | 373.66%-342.3pp |
| Employer contribution / active EE | $22,765 | $3,260+598.3% | $2,723+736.1% | $4,754+378.9% |
| Participant deferral / active EE | $2,634 | $5,224-49.6% | $4,443-40.7% | $6,712-60.8% |
| Admin fee / account holder | $509 | $6,603-92.3% | $5,381-90.5% | $11,409-95.5% |