Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $54,390 | $145,884-62.7% | $54,3900% | $145,884-62.7% |
| Participation rate | 100.0% | 80.3%+19.7pp | 100.0%0pp | 80.3%+19.7pp |
| Annual return | 15.44% | 551.85%-536.4pp | 15.44%0pp | 551.85%-536.4pp |
| Employer contribution / active EE | $6,649 | $4,662+42.6% | $6,6490% | $4,662+42.6% |
| Participant deferral / active EE | $12,796 | $6,690+91.3% | $12,7960% | $6,690+91.3% |
| Admin fee / account holder | $471 | $13,392-96.5% | $4710% | $13,392-96.5% |