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 | $22,693 | $90,489-74.9% | $76,051-70.2% | $145,978-84.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.39% | 622.78%-610.4pp | 360.42%-348.0pp | 550.52%-538.1pp |
| Employer contribution / active EE | $1,265 | $3,319-61.9% | $2,690-53.0% | $4,662-72.9% |
| Participant deferral / active EE | $1,483 | $5,164-71.3% | $4,257-65.2% | $6,690-77.8% |
| Admin fee / account holder | $3,461 | $8,374-58.7% | $6,416-46.1% | $13,400-74.2% |