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 | $64,755 | $115,796-44.1% | $101,264-36.1% | $158,950-59.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.29% | 56.15%-31.9pp | 46.48%-22.2pp | 302.91%-278.6pp |
| Employer contribution / active EE | $3,000 | $4,175-28.1% | $3,660-18.0% | $4,762-37.0% |
| Participant deferral / active EE | $19,500 | $4,958+293.3% | $4,370+346.2% | $5,983+225.9% |
| Admin fee / account holder | $557 | $7,247-92.3% | $5,947-90.6% | $11,248-95.0% |