Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,135 | $81,763-71.7% | $58,561-60.5% | $139,466-83.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 15.52% | 7427.77%-7412.3pp | 4251.33%-4235.8pp | 373.66%-358.1pp |
| Employer contribution / active EE | $1,946 | $1,398+39.1% | $1,053+84.7% | $4,754-59.1% |
| Participant deferral / active EE | $8,716 | $2,555+241.2% | $1,923+353.2% | $6,712+29.9% |
| Admin fee / account holder | $12,310 | $3,273+276.1% | $2,520+388.4% | $11,409+7.9% |