Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $144,235 | $217,432-33.7% | $185,851-22.4% | $167,553-13.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.10% | 148.43%-125.3pp | 122.11%-99.0pp | 478.89%-455.8pp |
| Employer contribution / active EE | $13,194 | $5,874+124.6% | $5,168+155.3% | $4,840+172.6% |
| Participant deferral / active EE | $12,833 | $6,357+101.9% | $5,569+130.5% | $6,343+102.3% |
| Admin fee / account holder | $3,919 | $19,820-80.2% | $16,245-75.9% | $12,316-68.2% |