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 | $42,964 | $104,577-58.9% | $76,667-44.0% | $152,909-71.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 10.77% | 1014.36%-1003.6pp | 1166.74%-1156.0pp | 345.46%-334.7pp |
| Employer contribution / active EE | $1,759 | $3,119-43.6% | $2,303-23.6% | $4,764-63.1% |
| Participant deferral / active EE | $2,854 | $4,237-32.7% | $3,336-14.5% | $5,851-51.2% |
| Admin fee / account holder | $50,179 | $12,290+308.3% | $6,423+681.2% | $11,601+332.5% |