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 | $106,975 | $73,421+45.7% | $66,439+61.0% | $155,188-31.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 12.13% | 1382.37%-1370.2pp | 757.66%-745.5pp | 148.84%-136.7pp |
| Employer contribution / active EE | $4,217 | $3,039+38.8% | $2,637+59.9% | $4,248-0.7% |
| Participant deferral / active EE | $3,275 | $4,680-30.0% | $3,876-15.5% | $6,531-49.9% |
| Admin fee / account holder | $5,143 | $8,856-41.9% | $6,173-16.7% | $14,480-64.5% |