Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $59,989 | $106,923-43.9% | $84,023-28.6% | $152,909-60.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 233.94% | 105.02%+128.9pp | 71.32%+162.6pp | 345.46%-111.5pp |
| Employer contribution / active EE | $8,838 | $2,735+223.1% | $1,984+345.5% | $4,764+85.5% |
| Participant deferral / active EE | $5,556 | $4,013+38.4% | $3,239+71.5% | $5,851-5.1% |
| Admin fee / account holder | $305 | $8,289-96.3% | $6,102-95.0% | $11,601-97.4% |