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 | $109,347 | $217,432-49.7% | $185,851-41.2% | $167,553-34.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.29% | 148.43%-136.1pp | 122.11%-109.8pp | 478.89%-466.6pp |
| Employer contribution / active EE | $8,409 | $5,874+43.1% | $5,168+62.7% | $4,840+73.8% |
| Participant deferral / active EE | $10,678 | $6,357+68.0% | $5,569+91.7% | $6,343+68.3% |
| Admin fee / account holder | $1,512 | $19,820-92.4% | $16,245-90.7% | $12,316-87.7% |