Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,337 | $99,995-81.7% | $85,063-78.4% | $145,978-87.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.10% | 83.99%-73.9pp | 66.54%-56.4pp | 550.52%-540.4pp |
| Employer contribution / active EE | $2,514 | $3,231-22.2% | $2,727-7.8% | $4,662-46.1% |
| Participant deferral / active EE | $7,562 | $5,295+42.8% | $4,523+67.2% | $6,690+13.0% |
| Admin fee / account holder | $1,586 | $7,255-78.1% | $6,155-74.2% | $13,400-88.2% |