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 | $25,284 | $90,530-72.1% | $76,030-66.7% | $145,897-82.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.39% | 625.08%-614.7pp | 361.54%-351.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,463 | $3,319-55.9% | $2,688-45.6% | $4,663-68.6% |
| Participant deferral / active EE | $3,333 | $5,164-35.5% | $4,257-21.7% | $6,689-50.2% |
| Admin fee / account holder | $1,824 | $8,383-78.2% | $6,421-71.6% | $13,390-86.4% |