Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $77,656 | $155,833-50.2% | $124,693-37.7% | $167,536-53.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.90% | 17.98%-3.1pp | 5144.19%-5129.3pp | 478.82%-463.9pp |
| Employer contribution / active EE | $13,602 | $4,164+226.6% | $3,324+309.2% | $4,839+181.1% |
| Participant deferral / active EE | $13,458 | $5,675+137.2% | $4,615+191.6% | $6,342+112.2% |
| Admin fee / account holder | $14,302 | $9,534+50.0% | $7,494+90.8% | $12,315+16.1% |