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 | $105,860 | $217,432-51.3% | $185,849-43.0% | $167,536-36.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.86% | 148.42%-136.6pp | 122.10%-110.2pp | 478.82%-467.0pp |
| Employer contribution / active EE | $6,160 | $5,875+4.9% | $5,169+19.2% | $4,839+27.3% |
| Participant deferral / active EE | $22,750 | $6,357+257.9% | $5,569+308.5% | $6,342+258.7% |
| Admin fee / account holder | $383 | $19,818-98.1% | $16,244-97.6% | $12,315-96.9% |