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 | $130,352 | $104,106+25.2% | $71,086+83.4% | $135,382-3.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 6.11% | 1256.30%-1250.2pp | 650.59%-644.5pp | 519.77%-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 | $2,527+71.1% | $1,874+130.6% | $5,609-22.9% |
| Admin fee / account holder | $3,489 | $4,142-15.8% | $3,082+13.2% | $10,829-67.8% |