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 | $38,333 | $103,008-62.8% | $90,304-57.6% | $152,897-74.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.37% | 95.22%-76.9pp | 78.13%-59.8pp | 345.43%-327.1pp |
| Employer contribution / active EE | $4,369 | $3,139+39.2% | $2,855+53.0% | $4,764-8.3% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,350 | $6,175-78.1% | $5,354-74.8% | $11,599-88.4% |