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 | $62,548 | $106,005-41.0% | $92,239-32.2% | $147,585-57.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.86% | 50.05%-30.2pp | 176.29%-156.4pp | 578.58%-558.7pp |
| Employer contribution / active EE | $4,654 | $4,333+7.4% | $3,680+26.5% | $4,876-4.6% |
| Participant deferral / active EE | $12,759 | $4,478+184.9% | $3,897+227.4% | $5,439+134.6% |
| Admin fee / account holder | $358 | $6,333-94.3% | $5,194-93.1% | $10,886-96.7% |