Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $66,937 | $175,257-61.8% | $149,717-55.3% | $139,456-52.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.71% | 166.70%-154.0pp | 134.41%-121.7pp | 373.45%-360.7pp |
| Employer contribution / active EE | $10,978 | $5,477+100.5% | $4,820+127.8% | $4,753+131.0% |
| Participant deferral / active EE | $9,993 | $6,521+53.2% | $5,682+75.9% | $6,711+48.9% |
| Admin fee / account holder | $1,017 | $16,156-93.7% | $13,213-92.3% | $11,407-91.1% |