Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $68,356 | $102,595-33.4% | $94,057-27.3% | $154,746-55.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.11% | 583.42%-566.3pp | 480.62%-463.5pp | 172.34%-155.2pp |
| Employer contribution / active EE | $7,276 | $3,147+131.2% | $2,933+148.1% | $4,379+66.1% |
| Participant deferral / active EE | $4,105 | $5,118-19.8% | $4,709-12.8% | $6,730-39.0% |
| Admin fee / account holder | $719 | $7,736-90.7% | $7,244-90.1% | $14,365-95.0% |