Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,973 | $104,953-53.3% | $84,637-42.1% | $152,909-68.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 42.47% | 373.94%-331.5pp | 258.82%-216.4pp | 345.46%-303.0pp |
| Employer contribution / active EE | $18,408 | $3,304+457.2% | $2,653+593.8% | $4,764+286.4% |
| Participant deferral / active EE | $12,802 | $4,691+172.9% | $3,900+228.2% | $5,851+118.8% |
| Admin fee / account holder | $1,027 | $6,244-83.5% | $4,914-79.1% | $11,601-91.1% |