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 | $56,916 | $67,823-16.1% | $52,425+8.6% | $137,256-58.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 23.19% | 219.11%-195.9pp | 302.12%-278.9pp | 220.34%-197.2pp |
| Employer contribution / active EE | $5,062 | $1,163+335.3% | $914+453.7% | $4,156+21.8% |
| Participant deferral / active EE | $13,650 | $2,288+496.6% | $1,790+662.4% | $6,407+113.1% |
| Admin fee / account holder | $1,078 | $2,844-62.1% | $2,495-56.8% | $12,270-91.2% |