Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $84,345 | $175,259-51.9% | $149,723-43.7% | $139,487-39.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.62% | 166.82%-155.2pp | 134.50%-122.9pp | 373.84%-362.2pp |
| Employer contribution / active EE | $16,273 | $5,478+197.0% | $4,821+237.5% | $4,755+242.3% |
| Participant deferral / active EE | $11,042 | $6,522+69.3% | $5,682+94.3% | $6,713+64.5% |
| Admin fee / account holder | $2,366 | $16,158-85.4% | $13,215-82.1% | $11,407-79.3% |