Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,495 | $93,598-67.4% | $135,974-77.6% | $75,173-59.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 91.23% | 30.89%+60.3pp | 68.30%+22.9pp | 160.72%-69.5pp |
| Employer contribution / active EE | $17,049 | $3,538+381.9% | $4,859+250.9% | $2,671+538.3% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,493 | $6,978+50.4% | $10,767-2.5% | $5,651+85.7% |