Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $105,578 | $150,435-29.8% | $120,580-12.4% | $145,897-27.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 13.60% | 154.60%-141.0pp | 107.48%-93.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $15,119 | $4,352+247.4% | $3,469+335.8% | $4,663+224.3% |
| Participant deferral / active EE | $7,788 | $6,174+26.1% | $4,995+55.9% | $6,689+16.4% |
| Admin fee / account holder | $923 | $12,182-92.4% | $9,418-90.2% | $13,390-93.1% |