Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $179,324 | $104,544+71.5% | $76,657+133.9% | $152,897+17.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 27.01% | 1014.36%-987.3pp | 1166.74%-1139.7pp | 345.43%-318.4pp |
| Employer contribution / active EE | $2,427 | $3,118-22.1% | $2,303+5.4% | $4,764-49.0% |
| Participant deferral / active EE | $5,331 | $4,236+25.9% | $3,335+59.8% | $5,851-8.9% |
| Admin fee / account holder | $754 | $12,286-93.9% | $6,423-88.3% | $11,599-93.5% |