Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,810 | $102,595-74.8% | $94,057-72.6% | $154,746-83.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 13.87% | 583.42%-569.5pp | 480.62%-466.8pp | 172.34%-158.5pp |
| Employer contribution / active EE | $2,768 | $3,147-12.1% | $2,933-5.6% | $4,379-36.8% |
| Participant deferral / active EE | $7,152 | $5,118+39.7% | $4,709+51.9% | $6,730+6.3% |
| Admin fee / account holder | $30,141 | $7,736+289.6% | $7,244+316.1% | $14,365+109.8% |