Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $82,740 | $150,447-45.0% | $136,298-39.3% | $147,586-43.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.21% | 1049.15%-1023.9pp | 5156.27%-5131.1pp | 578.59%-553.4pp |
| Employer contribution / active EE | $3,231 | $5,256-38.5% | $4,696-31.2% | $4,876-33.7% |
| Participant deferral / active EE | $12,974 | $6,631+95.7% | $6,247+107.7% | $5,439+138.5% |
| Admin fee / account holder | $4,013 | $10,906-63.2% | $9,244-56.6% | $10,886-63.1% |