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 | $62,720 | $112,112-44.1% | $95,956-34.6% | $158,950-60.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.23% | 171.15%-157.9pp | 91.63%-78.4pp | 302.91%-289.7pp |
| Employer contribution / active EE | $10,555 | $3,199+230.0% | $2,541+315.3% | $4,762+121.6% |
| Participant deferral / active EE | $9,312 | $4,784+94.7% | $4,167+123.5% | $5,983+55.6% |
| Admin fee / account holder | $6,238 | $10,134-38.4% | $6,797-8.2% | $11,248-44.5% |