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 | $95,191 | $202,440-53.0% | $169,390-43.8% | $139,466-31.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.13% | 532.36%-512.2pp | 406.07%-385.9pp | 373.66%-353.5pp |
| Employer contribution / active EE | $11,633 | $4,693+147.9% | $4,013+189.9% | $4,754+144.7% |
| Participant deferral / active EE | $11,840 | $6,940+70.6% | $6,222+90.3% | $6,712+76.4% |
| Admin fee / account holder | $368 | $10,722-96.6% | $9,015-95.9% | $11,409-96.8% |