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 | $67,119 | $106,003-36.7% | $92,236-27.2% | $147,585-54.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.71% | 50.05%-28.3pp | 176.29%-154.6pp | 578.57%-556.9pp |
| Employer contribution / active EE | $7,079 | $4,333+63.4% | $3,679+92.4% | $4,876+45.2% |
| Participant deferral / active EE | $11,495 | $4,478+156.7% | $3,897+195.0% | $5,439+111.3% |
| Admin fee / account holder | $1,958 | $6,333-69.1% | $5,194-62.3% | $10,885-82.0% |