Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,435 | $76,634-85.1% | $56,054-79.6% | $145,978-92.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.34% | 3004.33%-2990.0pp | 1705.95%-1691.6pp | 550.52%-536.2pp |
| Employer contribution / active EE | $2,622 | $1,380+89.9% | $1,039+152.3% | $4,662-43.8% |
| Participant deferral / active EE | $4,609 | $2,622+75.8% | $1,952+136.1% | $6,690-31.1% |
| Admin fee / account holder | $8,755 | $3,321+163.6% | $2,822+210.2% | $13,400-34.7% |