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 | $111,629 | $114,093-2.2% | $96,171+16.1% | $167,536-33.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.17% | 190.00%-175.8pp | 192.04%-177.9pp | 478.82%-464.6pp |
| Employer contribution / active EE | $4,984 | $3,429+45.3% | $2,799+78.1% | $4,839+3.0% |
| Participant deferral / active EE | $13,396 | $5,197+157.8% | $4,350+207.9% | $6,342+111.2% |
| Admin fee / account holder | $10,828 | $6,899+56.9% | $5,538+95.5% | $12,315-12.1% |