Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $75,775 | $73,546+3.0% | $63,018+20.2% | $147,586-48.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.75% | 175.56%-158.8pp | 87.62%-70.9pp | 578.59%-561.8pp |
| Employer contribution / active EE | $2,511 | $3,324-24.4% | $2,761-9.0% | $4,876-48.5% |
| Participant deferral / active EE | $7,124 | $4,185+70.2% | $3,330+113.9% | $5,439+31.0% |
| Admin fee / account holder | $1,414 | $5,956-76.3% | $3,601-60.7% | $10,886-87.0% |