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 | $30,681 | $106,008-71.1% | $92,240-66.7% | $147,586-79.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.53% | 50.05%-33.5pp | 176.29%-159.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $6,062 | $4,333+39.9% | $3,680+64.8% | $4,876+24.3% |
| Participant deferral / active EE | $3,868 | $4,478-13.6% | $3,897-0.8% | $5,439-28.9% |
| Admin fee / account holder | $1,528 | $6,333-75.9% | $5,194-70.6% | $10,886-86.0% |