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 | $79,153 | $160,028-50.5% | $147,080-46.2% | $145,884-45.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.88% | 98.60%-77.7pp | 420.17%-399.3pp | 551.85%-531.0pp |
| Employer contribution / active EE | $10,323 | $5,286+95.3% | $4,933+109.3% | $4,662+121.4% |
| Participant deferral / active EE | $9,809 | $8,422+16.5% | $8,066+21.6% | $6,690+46.6% |
| Admin fee / account holder | $8,063 | $15,030-46.4% | $12,989-37.9% | $13,392-39.8% |