Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $55,586 | $160,040-65.3% | $147,096-62.2% | $145,877-61.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.21% | 98.49%-87.3pp | 419.75%-408.5pp | 551.28%-540.1pp |
| Employer contribution / active EE | $8,083 | $5,289+52.8% | $4,936+63.8% | $4,663+73.3% |
| Participant deferral / active EE | $6,984 | $8,429-17.1% | $8,071-13.5% | $6,691+4.4% |
| Admin fee / account holder | $1,636 | $15,050-89.1% | $13,005-87.4% | $13,402-87.8% |