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 | $13,218 | $84,685-84.4% | $73,836-82.1% | $125,389-89.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 4.86% | 3123.80%-3118.9pp | 2268.06%-2263.2pp | 282.24%-277.4pp |
| Employer contribution / active EE | $1,024 | $3,123-67.2% | $2,787-63.3% | $4,866-79.0% |
| Participant deferral / active EE | $1,296 | $3,993-67.5% | $3,583-63.8% | $5,352-75.8% |
| Admin fee / account holder | $3,333 | $5,694-41.5% | $4,882-31.7% | $9,541-65.1% |