Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,108 | $81,668-66.8% | $58,507-53.7% | $139,487-80.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 16.19% | 7430.07%-7413.9pp | 4252.32%-4236.1pp | 373.84%-357.7pp |
| Employer contribution / active EE | $2,068 | $1,398+47.9% | $1,053+96.3% | $4,755-56.5% |
| Participant deferral / active EE | $4,500 | $2,554+76.2% | $1,922+134.1% | $6,713-33.0% |
| Admin fee / account holder | $1,326 | $3,212-58.7% | $2,486-46.6% | $11,407-88.4% |