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 | $50,081 | $96,643-48.2% | $86,617-42.2% | $139,456-64.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 113.62% | 106.57%+7.0pp | 591.91%-478.3pp | 373.45%-259.8pp |
| Employer contribution / active EE | $3,192 | $3,264-2.2% | $3,023+5.6% | $4,753-32.8% |
| Participant deferral / active EE | $11,519 | $4,835+138.2% | $4,437+159.6% | $6,711+71.6% |
| Admin fee / account holder | $302 | $6,406-95.3% | $5,613-94.6% | $11,407-97.4% |