Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,211 | $76,519-91.9% | $56,025-88.9% | $145,897-95.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.67% | 3017.03%-3008.4pp | 1712.69%-1704.0pp | 552.29%-543.6pp |
| Employer contribution / active EE | $8,630 | $1,383+523.9% | $1,042+728.5% | $4,663+85.1% |
| Participant deferral / active EE | $8,630 | $2,624+228.8% | $1,955+341.5% | $6,689+29.0% |
| Admin fee / account holder | $81,458 | $3,331+2345.6% | $2,828+2780.1% | $13,390+508.3% |