Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $26,025 | $175,231-85.1% | $149,696-82.6% | $139,466-81.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 40.33% | 166.77%-126.4pp | 134.46%-94.1pp | 373.66%-333.3pp |
| Employer contribution / active EE | $8,365 | $5,478+52.7% | $4,821+73.5% | $4,754+76.0% |
| Participant deferral / active EE | $10,213 | $6,521+56.6% | $5,682+79.7% | $6,712+52.2% |
| Admin fee / account holder | $608 | $16,155-96.2% | $13,212-95.4% | $11,409-94.7% |