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 | $98,603 | $180,459-45.4% | $154,108-36.0% | $135,380-27.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $9,957 | $6,035+65.0% | $5,298+88.0% | $4,779+108.4% |
| Participant deferral / active EE | $5,791 | $5,806-0.3% | $5,081+14.0% | $5,609+3.3% |
| Admin fee / account holder | $2,326 | $16,145-85.6% | $13,411-82.7% | $10,828-78.5% |