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 | $130,617 | $114,093+14.5% | $96,171+35.8% | $167,536-22.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.47% | 190.00%-179.5pp | 192.04%-181.6pp | 478.82%-468.3pp |
| Employer contribution / active EE | $2,190 | $3,429-36.1% | $2,799-21.8% | $4,839-54.7% |
| Participant deferral / active EE | $7,868 | $5,197+51.4% | $4,350+80.9% | $6,342+24.1% |
| Admin fee / account holder | $588 | $6,899-91.5% | $5,538-89.4% | $12,315-95.2% |