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 | $27,753 | $138,102-79.9% | $125,381-77.9% | $134,532-79.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 17.86% | 750.73%-732.9pp | 572.31%-554.4pp | 418.27%-400.4pp |
| Employer contribution / active EE | $5,678 | $5,245+8.2% | $4,815+17.9% | $4,741+19.8% |
| Participant deferral / active EE | $12,499 | $7,801+60.2% | $7,448+67.8% | $6,401+95.3% |
| Admin fee / account holder | $3,785 | $11,568-67.3% | $10,007-62.2% | $11,429-66.9% |