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 | $28,791 | $150,447-80.9% | $136,298-78.9% | $147,586-80.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.35% | 1049.15%-1034.8pp | 5156.27%-5141.9pp | 578.59%-564.2pp |
| Employer contribution / active EE | $21,080 | $5,256+301.0% | $4,696+348.9% | $4,876+332.3% |
| Participant deferral / active EE | $6,933 | $6,631+4.6% | $6,247+11.0% | $5,439+27.5% |
| Admin fee / account holder | $5,820 | $10,906-46.6% | $9,244-37.0% | $10,886-46.5% |