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 | $70,499 | $73,546-4.1% | $63,018+11.9% | $147,586-52.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.33% | 175.56%-163.2pp | 87.62%-75.3pp | 578.59%-566.3pp |
| Employer contribution / active EE | $4,959 | $3,324+49.2% | $2,761+79.6% | $4,876+1.7% |
| Participant deferral / active EE | $5,148 | $4,185+23.0% | $3,330+54.6% | $5,439-5.3% |
| Admin fee / account holder | $821 | $5,956-86.2% | $3,601-77.2% | $10,886-92.5% |