Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $73,673 | $175,257-58.0% | $149,717-50.8% | $139,456-47.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.89% | 166.70%-145.8pp | 134.41%-113.5pp | 373.45%-352.6pp |
| Employer contribution / active EE | $4,422 | $5,477-19.3% | $4,820-8.3% | $4,753-7.0% |
| Participant deferral / active EE | $6,470 | $6,521-0.8% | $5,682+13.9% | $6,711-3.6% |
| Admin fee / account holder | $458 | $16,156-97.2% | $13,213-96.5% | $11,407-96.0% |