Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,843 | $114,093-82.6% | $96,171-79.4% | $167,536-88.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 28.84% | 190.00%-161.2pp | 192.04%-163.2pp | 478.82%-450.0pp |
| Employer contribution / active EE | $2,488 | $3,429-27.4% | $2,799-11.1% | $4,839-48.6% |
| Participant deferral / active EE | $6,993 | $5,197+34.6% | $4,350+60.8% | $6,342+10.3% |
| Admin fee / account holder | $833 | $6,899-87.9% | $5,538-85.0% | $12,315-93.2% |