Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $83,314 | $144,130-42.2% | $117,860-29.3% | $147,585-43.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.18% | 531.20%-517.0pp | 335.10%-320.9pp | 578.58%-564.4pp |
| Employer contribution / active EE | $11,475 | $4,897+134.3% | $3,786+203.1% | $4,876+135.3% |
| Participant deferral / active EE | $12,814 | $5,316+141.0% | $4,482+185.9% | $5,439+135.6% |
| Admin fee / account holder | $681 | $10,887-93.7% | $8,021-91.5% | $10,886-93.7% |