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 | $16,002 | $96,388-83.4% | $80,627-80.2% | $139,466-88.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 28.29% | 1352.08%-1323.8pp | 936.76%-908.5pp | 373.66%-345.4pp |
| Employer contribution / active EE | $4,161 | $3,260+27.6% | $2,723+52.8% | $4,754-12.5% |
| Participant deferral / active EE | $6,527 | $5,224+24.9% | $4,443+46.9% | $6,712-2.8% |
| Admin fee / account holder | $828 | $6,603-87.5% | $5,381-84.6% | $11,409-92.7% |