Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $72,210 | $114,093-36.7% | $96,171-24.9% | $167,536-56.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.76% | 190.00%-173.2pp | 192.04%-175.3pp | 478.82%-462.1pp |
| Employer contribution / active EE | $12,813 | $3,429+273.6% | $2,799+357.8% | $4,839+164.8% |
| Participant deferral / active EE | $8,033 | $5,197+54.6% | $4,350+84.7% | $6,342+26.7% |
| Admin fee / account holder | $840 | $6,899-87.8% | $5,538-84.8% | $12,315-93.2% |