Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $30,253 | $96,678-68.7% | $86,640-65.1% | $139,466-78.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.45% | 106.69%-89.2pp | 592.52%-575.1pp | 373.66%-356.2pp |
| Employer contribution / active EE | $1,764 | $3,265-46.0% | $3,024-41.7% | $4,754-62.9% |
| Participant deferral / active EE | $2,728 | $4,837-43.6% | $4,438-38.5% | $6,712-59.4% |
| Admin fee / account holder | $1,929 | $6,410-69.9% | $5,616-65.7% | $11,409-83.1% |