Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $74,715 | $110,093-32.1% | $97,295-23.2% | $145,897-48.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 33.81% | 244.76%-211.0pp | 75.62%-41.8pp | 552.29%-518.5pp |
| Employer contribution / active EE | $6,018 | $3,077+95.6% | $2,723+121.0% | $4,663+29.1% |
| Participant deferral / active EE | $7,352 | $4,678+57.2% | $4,264+72.4% | $6,689+9.9% |
| Admin fee / account holder | $477 | $6,212-92.3% | $5,646-91.6% | $13,390-96.4% |