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 | $83,964 | $57,330+46.5% | $86,656-3.1% | $75,177+11.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.76% | 2675.40%-2660.6pp | 593.09%-578.3pp | 160.75%-146.0pp |
| Employer contribution / active EE | $7,012 | $2,316+202.7% | $3,025+131.8% | $2,671+162.5% |
| Participant deferral / active EE | $5,306 | $3,320+59.8% | $4,439+19.5% | $4,126+28.6% |
| Admin fee / account holder | $843 | $4,115-79.5% | $5,619-85.0% | $5,651-85.1% |