Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,614 | $109,905-86.7% | $98,506-85.2% | $167,553-91.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.15% | 1960.20%-1941.0pp | 1494.92%-1475.8pp | 478.89%-459.7pp |
| Employer contribution / active EE | $1,303 | $3,226-59.6% | $2,961-56.0% | $4,840-73.1% |
| Participant deferral / active EE | $7,053 | $4,674+50.9% | $4,277+64.9% | $6,343+11.2% |
| Admin fee / account holder | $701 | $6,760-89.6% | $5,955-88.2% | $12,316-94.3% |