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 | $21,463 | $160,040-86.6% | $147,096-85.4% | $145,877-85.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.69% | 98.49%-82.8pp | 419.75%-404.1pp | 551.28%-535.6pp |
| Employer contribution / active EE | $2,878 | $5,289-45.6% | $4,936-41.7% | $4,663-38.3% |
| Participant deferral / active EE | $7,558 | $8,429-10.3% | $8,071-6.4% | $6,691+13.0% |
| Admin fee / account holder | $2,736 | $15,050-81.8% | $13,005-79.0% | $13,402-79.6% |