Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $87,209 | $217,432-59.9% | $185,849-53.1% | $167,536-47.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.34% | 148.42%-131.1pp | 122.10%-104.8pp | 478.82%-461.5pp |
| Employer contribution / active EE | $6,859 | $5,875+16.8% | $5,169+32.7% | $4,839+41.7% |
| Participant deferral / active EE | $5,235 | $6,357-17.6% | $5,569-6.0% | $6,342-17.5% |
| Admin fee / account holder | $931 | $19,818-95.3% | $16,244-94.3% | $12,315-92.4% |