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 | $29,660 | $72,426-59.0% | $67,560-56.1% | $145,897-79.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.61% | 7226.78%-7209.2pp | 3533.50%-3515.9pp | 552.29%-534.7pp |
| Employer contribution / active EE | $10,854 | $3,074+253.0% | $2,737+296.6% | $4,663+132.8% |
| Participant deferral / active EE | $10,854 | $4,785+126.8% | $4,004+171.1% | $6,689+62.3% |
| Admin fee / account holder | $75,196 | $5,514+1263.7% | $3,994+1782.7% | $13,390+461.6% |