Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $72,162 | $90,691-20.4% | $76,119-5.2% | $145,884-50.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.77% | 624.52%-613.8pp | 361.25%-350.5pp | 551.85%-541.1pp |
| Employer contribution / active EE | $7,750 | $3,329+132.8% | $2,693+187.8% | $4,662+66.2% |
| Participant deferral / active EE | $11,235 | $5,167+117.4% | $4,259+163.8% | $6,690+67.9% |
| Admin fee / account holder | $355 | $8,383-95.8% | $6,421-94.5% | $13,392-97.3% |