Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $58,712 | $96,388-39.1% | $80,627-27.2% | $139,466-57.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 35.67% | 1352.08%-1316.4pp | 936.76%-901.1pp | 373.66%-338.0pp |
| Employer contribution / active EE | $13,214 | $3,260+305.4% | $2,723+385.3% | $4,754+178.0% |
| Participant deferral / active EE | $5,843 | $5,224+11.8% | $4,443+31.5% | $6,712-12.9% |
| Admin fee / account holder | $2,246 | $6,603-66.0% | $5,381-58.3% | $11,409-80.3% |