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 | $130,138 | $156,970-17.1% | $121,210+7.4% | $139,487-6.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.95% | 1477.10%-1462.2pp | 987.41%-972.5pp | 373.84%-358.9pp |
| Employer contribution / active EE | $12,867 | $5,546+132.0% | $4,171+208.5% | $4,755+170.6% |
| Participant deferral / active EE | $7,765 | $4,849+60.1% | $4,084+90.1% | $6,713+15.7% |
| Admin fee / account holder | $2,295 | $6,947-67.0% | $5,647-59.4% | $11,407-79.9% |