Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $85,819 | $88,815-3.4% | $81,882+4.8% | $145,897-41.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.88% | 1033.75%-1023.9pp | 779.47%-769.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $12,051 | $3,086+290.5% | $2,916+313.3% | $4,663+158.5% |
| Participant deferral / active EE | $7,473 | $4,647+60.8% | $4,323+72.9% | $6,689+11.7% |
| Admin fee / account holder | $9,054 | $8,434+7.4% | $7,360+23.0% | $13,390-32.4% |