Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $143,375 | $105,145+36.4% | $94,664+51.5% | $139,466+2.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.71% | 38.09%-18.4pp | 156.84%-137.1pp | 373.66%-354.0pp |
| Employer contribution / active EE | $7,280 | $4,107+77.3% | $3,673+98.2% | $4,754+53.1% |
| Participant deferral / active EE | $30,201 | $7,599+297.5% | $7,417+307.2% | $6,712+350.0% |
| Admin fee / account holder | $871 | $8,972-90.3% | $7,222-87.9% | $11,409-92.4% |