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 | $135,830 | $72,071+88.5% | $68,368+98.7% | $137,256-1.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.68% | 353.14%-335.5pp | 292.57%-274.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,375 | $2,788+21.1% | $2,649+27.4% | $4,156-18.8% |
| Participant deferral / active EE | $6,294 | $4,410+42.7% | $4,123+52.7% | $6,407-1.8% |
| Admin fee / account holder | $2,927 | $5,336-45.1% | $5,150-43.2% | $12,270-76.1% |