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 | $52,056 | $160,040-67.5% | $147,096-64.6% | $145,877-64.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.28% | 98.49%-85.2pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $7,616 | $5,289+44.0% | $4,936+54.3% | $4,663+63.3% |
| Participant deferral / active EE | $7,893 | $8,429-6.4% | $8,071-2.2% | $6,691+18.0% |
| Admin fee / account holder | $664 | $15,050-95.6% | $13,005-94.9% | $13,402-95.0% |