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 | $82,441 | $160,040-48.5% | $147,096-44.0% | $145,877-43.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.39% | 98.49%-86.1pp | 419.75%-407.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,398 | $5,289-73.6% | $4,936-71.7% | $4,663-70.0% |
| Participant deferral / active EE | $8,841 | $8,429+4.9% | $8,071+9.5% | $6,691+32.1% |
| Admin fee / account holder | $935 | $15,050-93.8% | $13,005-92.8% | $13,402-93.0% |