Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $104,019 | $160,040-35.0% | $147,096-29.3% | $145,877-28.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.66% | 98.49%-76.8pp | 419.75%-398.1pp | 551.28%-529.6pp |
| Employer contribution / active EE | $12,383 | $5,289+134.1% | $4,936+150.9% | $4,663+165.6% |
| Participant deferral / active EE | $23,281 | $8,429+176.2% | $8,071+188.4% | $6,691+248.0% |
| Admin fee / account holder | $561 | $15,050-96.3% | $13,005-95.7% | $13,402-95.8% |