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 | $33,089 | $73,518-55.0% | $63,003-47.5% | $147,585-77.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.52% | 175.46%-157.9pp | 87.59%-70.1pp | 578.57%-561.1pp |
| Employer contribution / active EE | $5,222 | $3,322+57.2% | $2,760+89.2% | $4,876+7.1% |
| Participant deferral / active EE | $6,054 | $4,183+44.7% | $3,329+81.9% | $5,439+11.3% |
| Admin fee / account holder | $871 | $5,952-85.4% | $3,600-75.8% | $10,885-92.0% |