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 | $106,107 | $150,435-29.5% | $120,580-12.0% | $145,897-27.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 11.55% | 154.60%-143.1pp | 107.48%-95.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $6,319 | $4,352+45.2% | $3,469+82.1% | $4,663+35.5% |
| Participant deferral / active EE | $8,826 | $6,174+43.0% | $4,995+76.7% | $6,689+31.9% |
| Admin fee / account holder | $34,989 | $12,182+187.2% | $9,418+271.5% | $13,390+161.3% |