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 | $50,769 | $108,942-53.4% | $100,415-49.4% | $145,897-65.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 165.10% | 58.27%+106.8pp | 49.47%+115.6pp | 552.29%-387.2pp |
| Employer contribution / active EE | $6,717 | $4,422+51.9% | $3,943+70.3% | $4,663+44.0% |
| Participant deferral / active EE | $9,719 | $8,461+14.9% | $8,091+20.1% | $6,689+45.3% |
| Admin fee / account holder | $321 | $9,702-96.7% | $7,906-95.9% | $13,390-97.6% |