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 | $58,096 | $175,259-66.9% | $149,723-61.2% | $139,487-58.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.56% | 166.82%-154.3pp | 134.50%-121.9pp | 373.84%-361.3pp |
| Employer contribution / active EE | $29,840 | $5,478+444.7% | $4,821+518.9% | $4,755+527.6% |
| Participant deferral / active EE | $14,341 | $6,522+119.9% | $5,682+152.4% | $6,713+113.6% |
| Admin fee / account holder | $25,198 | $16,158+55.9% | $13,215+90.7% | $11,407+120.9% |