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 | $43,458 | $111,878-61.2% | $93,727-53.6% | $145,897-70.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.67% | 204.28%-192.6pp | 133.83%-122.2pp | 552.29%-540.6pp |
| Employer contribution / active EE | $9,779 | $3,092+216.3% | $2,421+303.9% | $4,663+109.7% |
| Participant deferral / active EE | $6,179 | $4,920+25.6% | $4,417+39.9% | $6,689-7.6% |
| Admin fee / account holder | $1,007 | $10,256-90.2% | $8,292-87.9% | $13,390-92.5% |