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 | $29,496 | $96,691-69.5% | $86,656-66.0% | $139,487-78.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.34% | 106.87%-83.5pp | 593.09%-569.7pp | 373.84%-350.5pp |
| Employer contribution / active EE | $1,781 | $3,267-45.5% | $3,025-41.1% | $4,755-62.5% |
| Participant deferral / active EE | $6,389 | $4,838+32.1% | $4,439+43.9% | $6,713-4.8% |
| Admin fee / account holder | $2,645 | $6,414-58.8% | $5,619-52.9% | $11,407-76.8% |