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 | $130,138 | $156,897-17.1% | $121,147+7.4% | $139,427-6.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.95% | 1475.10%-1460.2pp | 986.30%-971.4pp | 373.27%-358.3pp |
| Employer contribution / active EE | $12,867 | $5,539+132.3% | $4,166+208.8% | $4,752+170.8% |
| Participant deferral / active EE | $7,765 | $4,846+60.2% | $4,081+90.2% | $6,711+15.7% |
| Admin fee / account holder | $2,295 | $6,948-67.0% | $5,646-59.4% | $11,404-79.9% |