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 | $102,872 | $209,428-50.9% | $178,498-42.4% | $158,950-35.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.53% | 188.78%-169.3pp | 151.09%-131.6pp | 302.91%-283.4pp |
| Employer contribution / active EE | $20,049 | $5,707+251.3% | $5,011+300.1% | $4,762+321.0% |
| Participant deferral / active EE | $13,532 | $5,955+127.2% | $5,202+160.1% | $5,983+126.2% |
| Admin fee / account holder | $1,122 | $17,077-93.4% | $13,985-92.0% | $11,248-90.0% |