Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $52,180 | $112,933-53.8% | $90,970-42.6% | $158,982-67.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 23.03% | 215.82%-192.8pp | 134.60%-111.6pp | 302.99%-280.0pp |
| Employer contribution / active EE | $17,029 | $2,893+488.5% | $2,122+702.5% | $4,763+257.5% |
| Participant deferral / active EE | $8,505 | $4,128+106.0% | $3,373+152.2% | $5,983+42.1% |
| Admin fee / account holder | $2,534 | $8,047-68.5% | $5,961-57.5% | $11,252-77.5% |