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 | $24,089 | $156,927-84.6% | $121,169-80.1% | $139,456-82.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.45% | 1475.85%-1465.4pp | 986.71%-976.3pp | 373.45%-363.0pp |
| Employer contribution / active EE | $1,066 | $5,542-80.8% | $4,168-74.4% | $4,753-77.6% |
| Participant deferral / active EE | $3,033 | $4,848-37.4% | $4,083-25.7% | $6,711-54.8% |
| Admin fee / account holder | $18,141 | $6,946+161.2% | $5,645+221.3% | $11,407+59.0% |