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 | $31,458 | $160,070-80.3% | $147,117-78.6% | $145,897-78.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 45.83% | 98.69%-52.9pp | 420.54%-374.7pp | 552.29%-506.5pp |
| Employer contribution / active EE | $6,368 | $5,285+20.5% | $4,932+29.1% | $4,663+36.6% |
| Participant deferral / active EE | $17,980 | $8,419+113.6% | $8,065+122.9% | $6,689+168.8% |
| Admin fee / account holder | $4,583 | $15,035-69.5% | $12,993-64.7% | $13,390-65.8% |