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 | $12,580 | $76,608-83.6% | $56,077-77.6% | $145,877-91.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7.11% | 3009.59%-3002.5pp | 1709.28%-1702.2pp | 551.28%-544.2pp |
| Employer contribution / active EE | $2,135 | $1,382+54.6% | $1,040+105.3% | $4,663-54.2% |
| Participant deferral / active EE | $7,374 | $2,624+181.0% | $1,954+277.4% | $6,691+10.2% |
| Admin fee / account holder | $37,686 | $3,325+1033.4% | $2,825+1234.1% | $13,402+181.2% |