Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $90,471 | $226,046-60.0% | $182,508-50.4% | $152,870-40.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.12% | 192.52%-171.4pp | 148.54%-127.4pp | 345.34%-324.2pp |
| Employer contribution / active EE | $2,416 | $4,977-51.5% | $4,075-40.7% | $4,763-49.3% |
| Participant deferral / active EE | $11,510 | $6,368+80.7% | $5,525+108.3% | $5,850+96.7% |
| Admin fee / account holder | $899 | $10,704-91.6% | $8,592-89.5% | $11,597-92.3% |