Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,505 | $176,688-82.7% | $130,660-76.7% | $152,897-80.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 7.71% | 2693.08%-2685.4pp | 1709.29%-1701.6pp | 345.43%-337.7pp |
| Employer contribution / active EE | $978 | $5,743-83.0% | $4,092-76.1% | $4,764-79.5% |
| Participant deferral / active EE | $983 | $4,362-77.5% | $3,603-72.7% | $5,851-83.2% |
| Admin fee / account holder | $8,926 | $7,131+25.2% | $5,463+63.4% | $11,599-23.0% |