Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $31,231 | $76,785-59.3% | $56,441-44.7% | $145,959-78.6% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 14.33% | 3000.51%-2986.2pp | 1704.21%-1689.9pp | 561.95%-547.6pp |
| Employer contribution / active EE | $3,208 | $1,381+132.3% | $1,039+208.7% | $4,661-31.2% |
| Participant deferral / active EE | $7,606 | $2,624+189.9% | $1,953+289.5% | $6,689+13.7% |
| Admin fee / account holder | $599 | $3,334-82.0% | $2,829-78.8% | $13,398-95.5% |