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 | $21,702 | $73,518-70.5% | $63,003-65.6% | $147,585-85.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.06% | 175.46%-161.4pp | 87.59%-73.5pp | 578.57%-564.5pp |
| Employer contribution / active EE | $1,194 | $3,322-64.0% | $2,760-56.7% | $4,876-75.5% |
| Participant deferral / active EE | $1,767 | $4,183-57.8% | $3,329-46.9% | $5,439-67.5% |
| Admin fee / account holder | $3,685 | $5,952-38.1% | $3,600+2.4% | $10,885-66.1% |