Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,080 | $100,911-76.1% | $90,440-73.4% | $158,966-84.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.18% | 1726.62%-1718.4pp | 1294.38%-1286.2pp | 302.95%-294.8pp |
| Employer contribution / active EE | $2,750 | $3,690-25.5% | $3,263-15.7% | $4,762-42.3% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,256 | $6,507-80.7% | $5,615-77.6% | $11,250-88.8% |