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 | $69,616 | $72,071-3.4% | $68,368+1.8% | $137,256-49.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.37% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $8,349 | $2,788+199.5% | $2,649+215.2% | $4,156+100.9% |
| Participant deferral / active EE | $10,564 | $4,410+139.6% | $4,123+156.2% | $6,407+64.9% |
| Admin fee / account holder | $6,802 | $5,336+27.5% | $5,150+32.1% | $12,270-44.6% |