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 | $59,017 | $138,068-57.3% | $125,358-52.9% | $134,493-56.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.30%-750.3pp | 572.03%-572.0pp | 418.01%-418.0pp |
| Employer contribution / active EE | $3,048 | $5,244-41.9% | $4,814-36.7% | $4,740-35.7% |
| Participant deferral / active EE | $7,735 | $7,799-0.8% | $7,447+3.9% | $6,400+20.9% |
| Admin fee / account holder | $10,506 | $11,568-9.2% | $10,007+5.0% | $11,425-8.0% |