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 | $39,658 | $111,814-64.5% | $93,654-57.7% | $145,959-72.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.00% | 203.30%-190.3pp | 133.34%-120.3pp | 561.95%-548.9pp |
| Employer contribution / active EE | $6,178 | $3,092+99.8% | $2,421+155.2% | $4,661+32.6% |
| Participant deferral / active EE | $2,145 | $4,914-56.3% | $4,413-51.4% | $6,689-67.9% |
| Admin fee / account holder | $1,178 | $10,246-88.5% | $8,282-85.8% | $13,398-91.2% |