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 | $96,203 | $184,000-47.7% | $162,185-40.7% | $152,909-37.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 14.88% | 150.80%-135.9pp | 115.61%-100.7pp | 345.46%-330.6pp |
| Employer contribution / active EE | $7,300 | $6,370+14.6% | $5,613+30.0% | $4,764+53.2% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,774 | $13,124-56.0% | $10,844-46.7% | $11,601-50.2% |