Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $80,708 | $70,121+15.1% | $63,803+26.5% | $138,895-41.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 11.07% | 946.48%-935.4pp | 543.72%-532.6pp | 145.39%-134.3pp |
| Employer contribution / active EE | $5,467 | $2,882+89.7% | $2,532+115.9% | $4,194+30.3% |
| Participant deferral / active EE | $9,378 | $4,535+106.8% | $3,843+144.0% | $6,396+46.6% |
| Admin fee / account holder | $6,548 | $6,738-2.8% | $5,196+26.0% | $12,562-47.9% |