Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $53,971 | $176,105-69.4% | $159,474-66.2% | $167,536-67.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.53% | 331.91%-318.4pp | 263.68%-250.1pp | 478.82%-465.3pp |
| Employer contribution / active EE | $11,361 | $5,299+114.4% | $4,831+135.2% | $4,839+134.8% |
| Participant deferral / active EE | $9,161 | $7,751+18.2% | $7,353+24.6% | $6,342+44.5% |
| Admin fee / account holder | $3,128 | $12,559-75.1% | $10,802-71.0% | $12,315-74.6% |