Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $130,352 | $104,116+25.2% | $71,089+83.4% | $135,380-3.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | 6.11% | 1256.51%-1250.4pp | 650.65%-644.5pp | 519.81%-513.7pp |
| Employer contribution / active EE | $3,165 | $1,485+113.2% | $1,088+191.0% | $4,779-33.8% |
| Participant deferral / active EE | $4,323 | $2,524+71.3% | $1,873+130.9% | $5,609-22.9% |
| Admin fee / account holder | $3,489 | $4,142-15.8% | $3,082+13.2% | $10,828-67.8% |