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 | $133,532 | $149,040-10.4% | $120,225+11.1% | $137,256-2.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.90% | 605.68%-591.8pp | 439.23%-425.3pp | 220.34%-206.4pp |
| Employer contribution / active EE | $6,479 | $4,350+48.9% | $3,475+86.4% | $4,156+55.9% |
| Participant deferral / active EE | $3,083 | $4,655-33.8% | $3,999-22.9% | $6,407-51.9% |
| Admin fee / account holder | $3,000 | $6,348-52.7% | $5,696-47.3% | $12,270-75.5% |