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 | $37,982 | $110,801-65.7% | $86,615-56.1% | $167,536-77.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 134.41% | 116.96%+17.4pp | 63.51%+70.9pp | 478.82%-344.4pp |
| Employer contribution / active EE | $4,902 | $3,245+51.1% | $2,496+96.4% | $4,839+1.3% |
| Participant deferral / active EE | $10,853 | $4,547+138.7% | $3,699+193.4% | $6,342+71.1% |
| Admin fee / account holder | $3,266 | $8,417-61.2% | $5,830-44.0% | $12,315-73.5% |