Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $81,546 | $88,815-8.2% | $81,882-0.4% | $145,897-44.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.87% | 1033.75%-1021.9pp | 779.47%-767.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $9,472 | $3,086+206.9% | $2,916+224.8% | $4,663+103.1% |
| Participant deferral / active EE | $9,472 | $4,647+103.8% | $4,323+119.1% | $6,689+41.6% |
| Admin fee / account holder | $1,995 | $8,434-76.4% | $7,360-72.9% | $13,390-85.1% |