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 | $104,290 | $160,040-34.8% | $147,096-29.1% | $145,877-28.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.32% | 98.49%-77.2pp | 419.75%-398.4pp | 551.28%-530.0pp |
| Employer contribution / active EE | $15,218 | $5,289+187.7% | $4,936+208.3% | $4,663+226.4% |
| Participant deferral / active EE | $27,235 | $8,429+223.1% | $8,071+237.4% | $6,691+307.1% |
| Admin fee / account holder | $455 | $15,050-97.0% | $13,005-96.5% | $13,402-96.6% |