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 | $51,772 | $81,696-36.6% | $70,494-26.6% | $158,982-67.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.92% | 208.70%-196.8pp | 109.16%-97.2pp | 302.99%-291.1pp |
| Employer contribution / active EE | $6,332 | $3,220+96.7% | $2,738+131.3% | $4,763+33.0% |
| Participant deferral / active EE | $17,840 | $4,558+291.4% | $3,711+380.8% | $5,983+198.2% |
| Admin fee / account holder | $2,268 | $6,200-63.4% | $3,848-41.1% | $11,252-79.8% |