Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $135,975 | $97,732+39.1% | $83,831+62.2% | $135,380+0.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 4.98% | 1287.56%-1282.6pp | 850.99%-846.0pp | 519.81%-514.8pp |
| Employer contribution / active EE | $7,722 | $4,222+82.9% | $3,631+112.6% | $4,779+61.6% |
| Participant deferral / active EE | $6,901 | $4,683+47.4% | $4,082+69.1% | $5,609+23.0% |
| Admin fee / account holder | $6,138 | $6,675-8.0% | $5,479+12.0% | $10,828-43.3% |