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 | $22,268 | $96,388-76.9% | $80,627-72.4% | $139,466-84.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 25.62% | 1352.08%-1326.5pp | 936.76%-911.1pp | 373.66%-348.0pp |
| Employer contribution / active EE | $2,047 | $3,260-37.2% | $2,723-24.8% | $4,754-56.9% |
| Participant deferral / active EE | $6,520 | $5,224+24.8% | $4,443+46.7% | $6,712-2.9% |
| Admin fee / account holder | $1,302 | $6,603-80.3% | $5,381-75.8% | $11,409-88.6% |