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 | $33,385 | $217,432-84.6% | $185,851-82.0% | $167,553-80.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 30.13% | 148.43%-118.3pp | 122.11%-92.0pp | 478.89%-448.8pp |
| Employer contribution / active EE | $2,377 | $5,874-59.5% | $5,168-54.0% | $4,840-50.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $11,162 | $19,820-43.7% | $16,245-31.3% | $12,316-9.4% |