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 | $77,157 | $175,231-56.0% | $149,696-48.5% | $139,466-44.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.92% | 166.77%-150.9pp | 134.46%-118.5pp | 373.66%-357.7pp |
| Employer contribution / active EE | $10,510 | $5,478+91.9% | $4,821+118.0% | $4,754+121.1% |
| Participant deferral / active EE | $17,600 | $6,521+169.9% | $5,682+209.7% | $6,712+162.2% |
| Admin fee / account holder | $6,587 | $16,155-59.2% | $13,212-50.1% | $11,409-42.3% |