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 | $113,745 | $84,685+34.3% | $73,836+54.1% | $125,389-9.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 3.70% | 3123.80%-3120.1pp | 2268.06%-2264.4pp | 282.24%-278.5pp |
| Employer contribution / active EE | $12,990 | $3,123+315.9% | $2,787+366.0% | $4,866+167.0% |
| Participant deferral / active EE | $9,788 | $3,993+145.2% | $3,583+173.2% | $5,352+82.9% |
| Admin fee / account holder | $5,831 | $5,694+2.4% | $4,882+19.4% | $9,541-38.9% |