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 | $132,235 | $76,368+73.2% | $67,681+95.4% | $154,746-14.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 11.33% | 1066.77%-1055.4pp | 590.58%-579.3pp | 172.34%-161.0pp |
| Employer contribution / active EE | $2,145 | $3,151-31.9% | $2,678-19.9% | $4,379-51.0% |
| Participant deferral / active EE | $7,665 | $4,824+58.9% | $3,976+92.8% | $6,730+13.9% |
| Admin fee / account holder | $357 | $8,559-95.8% | $6,100-94.1% | $14,365-97.5% |