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 | $24,629 | $106,008-76.8% | $92,240-73.3% | $147,586-83.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.16% | 50.05%-33.9pp | 176.29%-160.1pp | 578.59%-562.4pp |
| Employer contribution / active EE | $1,417 | $4,333-67.3% | $3,680-61.5% | $4,876-70.9% |
| Participant deferral / active EE | $11,306 | $4,478+152.5% | $3,897+190.1% | $5,439+107.9% |
| Admin fee / account holder | $15,787 | $6,333+149.3% | $5,194+203.9% | $10,886+45.0% |