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 | $19,067 | $60,128-68.3% | $90,440-78.9% | $79,852-76.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 21.17% | 71.95%-50.8pp | 1294.38%-1273.2pp | 31.72%-10.6pp |
| Employer contribution / active EE | $10,521 | $2,068+408.7% | $3,263+222.4% | $2,471+325.8% |
| Participant deferral / active EE | $3,707 | $2,939+26.2% | $3,964-6.5% | $3,740-0.9% |
| Admin fee / account holder | $711 | $3,977-82.1% | $5,615-87.3% | $5,306-86.6% |