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 | $52,952 | $154,754-65.8% | $124,206-57.4% | $138,895-61.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 10.70% | 709.28%-698.6pp | 515.27%-504.6pp | 145.39%-134.7pp |
| Employer contribution / active EE | $14,571 | $4,446+227.7% | $3,540+311.6% | $4,194+247.4% |
| Participant deferral / active EE | $3,284 | $4,621-28.9% | $3,968-17.2% | $6,396-48.7% |
| Admin fee / account holder | $4,057 | $6,690-39.4% | $5,929-31.6% | $12,562-67.7% |