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 | $38,946 | $68,097-42.8% | $62,929-38.1% | $137,256-71.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 21.25% | 1859.11%-1837.9pp | 1063.93%-1042.7pp | 220.34%-199.1pp |
| Employer contribution / active EE | $9,575 | $2,811+240.6% | $2,505+282.3% | $4,156+130.4% |
| Participant deferral / active EE | $6,664 | $4,553+46.4% | $3,888+71.4% | $6,407+4.0% |
| Admin fee / account holder | $823 | $6,521-87.4% | $5,065-83.8% | $12,270-93.3% |