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 | $20,037 | $73,518-72.7% | $63,005-68.2% | $147,585-86.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.68% | 175.46%-158.8pp | 87.59%-70.9pp | 578.58%-561.9pp |
| Employer contribution / active EE | $2,434 | $3,322-26.7% | $2,760-11.8% | $4,876-50.1% |
| Participant deferral / active EE | $3,617 | $4,183-13.5% | $3,329+8.6% | $5,439-33.5% |
| Admin fee / account holder | $882 | $5,952-85.2% | $3,599-75.5% | $10,886-91.9% |