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 | $26,047 | $175,259-85.1% | $149,723-82.6% | $139,487-81.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 29.33% | 166.82%-137.5pp | 134.50%-105.2pp | 373.84%-344.5pp |
| Employer contribution / active EE | $10,169 | $5,478+85.6% | $4,821+110.9% | $4,755+113.9% |
| Participant deferral / active EE | $5,953 | $6,522-8.7% | $5,682+4.8% | $6,713-11.3% |
| Admin fee / account holder | $4,249 | $16,158-73.7% | $13,215-67.9% | $11,407-62.8% |