Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $123,194 | $107,353+14.8% | $92,903+32.6% | $152,885-19.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.44% | 145.62%-126.2pp | 109.43%-90.0pp | 345.39%-325.9pp |
| Employer contribution / active EE | $6,743 | $4,222+59.7% | $3,653+84.6% | $4,763+41.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $532 | $7,081-92.5% | $5,795-90.8% | $11,598-95.4% |