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 | $33,552 | $99,652-66.3% | $78,778-57.4% | $147,586-77.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.43% | 47.28%-36.9pp | 35.62%-25.2pp | 578.59%-568.2pp |
| Employer contribution / active EE | $1,908 | $2,796-31.8% | $1,986-3.9% | $4,876-60.9% |
| Participant deferral / active EE | $4,554 | $3,664+24.3% | $2,958+53.9% | $5,439-16.3% |
| Admin fee / account holder | $187,546 | $7,155+2521.1% | $5,134+3553.1% | $10,886+1622.9% |