Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $18,905 | $96,419-80.4% | $80,648-76.6% | $139,487-86.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.69% | 1352.86%-1332.2pp | 937.21%-916.5pp | 373.84%-353.1pp |
| Employer contribution / active EE | $1,756 | $3,261-46.2% | $2,724-35.5% | $4,755-63.1% |
| Participant deferral / active EE | $3,436 | $5,225-34.2% | $4,443-22.7% | $6,713-48.8% |
| Admin fee / account holder | $616 | $6,605-90.7% | $5,382-88.6% | $11,407-94.6% |