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 | $49,388 | $72,071-31.5% | $68,368-27.8% | $137,256-64.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.52% | 353.14%-333.6pp | 292.57%-273.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $6,656 | $2,788+138.8% | $2,649+151.3% | $4,156+60.2% |
| Participant deferral / active EE | $6,525 | $4,410+47.9% | $4,123+58.3% | $6,407+1.8% |
| Admin fee / account holder | $4,037 | $5,336-24.3% | $5,150-21.6% | $12,270-67.1% |