Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $57,976 | $90,530-36.0% | $76,030-23.7% | $145,897-60.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.67% | 625.08%-609.4pp | 361.54%-345.9pp | 552.29%-536.6pp |
| Employer contribution / active EE | $5,864 | $3,319+76.6% | $2,688+118.2% | $4,663+25.8% |
| Participant deferral / active EE | $2,926 | $5,164-43.3% | $4,257-31.3% | $6,689-56.3% |
| Admin fee / account holder | $1,464 | $8,383-82.5% | $6,421-77.2% | $13,390-89.1% |