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 | $137,831 | $112,935+22.0% | $90,970+51.5% | $158,966-13.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.17% | 215.79%-210.6pp | 134.58%-129.4pp | 302.95%-297.8pp |
| Employer contribution / active EE | $7,921 | $2,895+173.7% | $2,122+273.2% | $4,762+66.3% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,374 | $8,045-82.9% | $5,960-76.9% | $11,250-87.8% |