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 | $56,508 | $65,566-13.8% | $86,235-34.5% | $75,177-24.8% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 17.23% | 46.07%-28.8pp | 1170.03%-1152.8pp | 160.75%-143.5pp |
| Employer contribution / active EE | $4,813 | $1,553+209.9% | $2,381+102.1% | $2,671+80.2% |
| Participant deferral / active EE | $6,427 | $3,023+112.6% | $3,987+61.2% | $4,126+55.7% |
| Admin fee / account holder | $468 | $5,470-91.5% | $6,856-93.2% | $5,651-91.7% |