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 | $139,772 | $92,684+50.8% | $82,706+69.0% | $134,509+3.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 6.69% | 945.84%-939.1pp | 701.76%-695.1pp | 418.13%-411.4pp |
| Employer contribution / active EE | $2,396 | $3,272-26.8% | $3,007-20.3% | $4,741-49.5% |
| Participant deferral / active EE | $5,781 | $4,800+20.4% | $4,394+31.6% | $6,400-9.7% |
| Admin fee / account holder | $14,635 | $5,982+144.7% | $5,329+174.7% | $11,427+28.1% |