Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $94,112 | $114,093-17.5% | $96,171-2.1% | $167,536-43.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.98% | 190.00%-174.0pp | 192.04%-176.1pp | 478.82%-462.8pp |
| Employer contribution / active EE | $18,494 | $3,429+439.3% | $2,799+560.8% | $4,839+282.2% |
| Participant deferral / active EE | $16,891 | $5,197+225.0% | $4,350+288.3% | $6,342+166.3% |
| Admin fee / account holder | $5,882 | $6,899-14.7% | $5,538+6.2% | $12,315-52.2% |