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 | $26,136 | $76,522-65.8% | $56,033-53.4% | $145,884-82.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.35% | 3014.28%-3004.9pp | 1711.38%-1702.0pp | 551.85%-542.5pp |
| Employer contribution / active EE | $6,090 | $1,382+340.6% | $1,041+485.1% | $4,662+30.6% |
| Participant deferral / active EE | $2,169 | $2,624-17.3% | $1,954+11.0% | $6,690-67.6% |
| Admin fee / account holder | $420 | $3,328-87.4% | $2,827-85.1% | $13,392-96.9% |