Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,560 | $176,077-83.8% | $159,455-82.1% | $167,518-83.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.51% | 331.83%-318.3pp | 263.63%-250.1pp | 478.71%-465.2pp |
| Employer contribution / active EE | $6,602 | $5,298+24.6% | $4,830+36.7% | $4,838+36.4% |
| Participant deferral / active EE | $5,768 | $7,751-25.6% | $7,353-21.6% | $6,342-9.0% |
| Admin fee / account holder | $2,000 | $12,556-84.1% | $10,800-81.5% | $12,312-83.8% |