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 | $133,453 | $162,529-17.9% | $130,788+2.0% | $154,746-13.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 12.08% | 510.48%-498.4pp | 386.44%-374.4pp | 172.34%-160.3pp |
| Employer contribution / active EE | $6,846 | $4,447+53.9% | $3,558+92.4% | $4,379+56.3% |
| Participant deferral / active EE | $534 | $4,808-88.9% | $4,137-87.1% | $6,730-92.1% |
| Admin fee / account holder | $2,717 | $7,669-64.6% | $6,673-59.3% | $14,365-81.1% |