Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $35,170 | $76,634-54.1% | $56,054-37.3% | $145,978-75.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.21% | 3004.33%-2995.1pp | 1705.95%-1696.7pp | 550.52%-541.3pp |
| Employer contribution / active EE | $11,588 | $1,380+739.6% | $1,039+1015.3% | $4,662+148.6% |
| Participant deferral / active EE | $6,818 | $2,622+160.0% | $1,952+249.2% | $6,690+1.9% |
| Admin fee / account holder | $589 | $3,321-82.3% | $2,822-79.1% | $13,400-95.6% |