Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $56,589 | $76,634-26.2% | $56,054+1.0% | $145,978-61.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.14% | 3004.33%-2992.2pp | 1705.95%-1693.8pp | 550.52%-538.4pp |
| Employer contribution / active EE | $3,784 | $1,380+174.2% | $1,039+264.2% | $4,662-18.8% |
| Participant deferral / active EE | $13,561 | $2,622+417.1% | $1,952+594.6% | $6,690+102.7% |
| Admin fee / account holder | $811 | $3,321-75.6% | $2,822-71.3% | $13,400-93.9% |