Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $57,513 | $73,421-21.7% | $66,439-13.4% | $155,188-62.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 18.34% | 1382.37%-1364.0pp | 757.66%-739.3pp | 148.84%-130.5pp |
| Employer contribution / active EE | $4,422 | $3,039+45.5% | $2,637+67.7% | $4,248+4.1% |
| Participant deferral / active EE | $15,434 | $4,680+229.8% | $3,876+298.2% | $6,531+136.3% |
| Admin fee / account holder | $708 | $8,856-92.0% | $6,173-88.5% | $14,480-95.1% |