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 | $34,325 | $103,038-66.7% | $90,324-62.0% | $152,909-77.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 11.01% | 95.25%-84.2pp | 78.15%-67.1pp | 345.46%-334.5pp |
| Employer contribution / active EE | $3,000 | $3,141-4.5% | $2,856+5.1% | $4,764-37.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $552 | $6,177-91.1% | $5,356-89.7% | $11,601-95.2% |