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 | $136,687 | $176,077-22.4% | $159,455-14.3% | $167,518-18.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.68% | 331.83%-314.2pp | 263.63%-245.9pp | 478.71%-461.0pp |
| Employer contribution / active EE | $15,216 | $5,298+187.2% | $4,830+215.0% | $4,838+214.5% |
| Participant deferral / active EE | $13,286 | $7,751+71.4% | $7,353+80.7% | $6,342+109.5% |
| Admin fee / account holder | $1,354 | $12,556-89.2% | $10,800-87.5% | $12,312-89.0% |