Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $46,867 | $73,546-36.3% | $63,018-25.6% | $147,586-68.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.60% | 175.56%-160.0pp | 87.62%-72.0pp | 578.59%-563.0pp |
| Employer contribution / active EE | $7,002 | $3,324+110.6% | $2,761+153.6% | $4,876+43.6% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $425 | $5,956-92.9% | $3,601-88.2% | $10,886-96.1% |