Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $123,652 | $150,412-17.8% | $120,574+2.6% | $145,884-15.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.44% | 154.50%-143.1pp | 107.42%-96.0pp | 551.85%-540.4pp |
| Employer contribution / active EE | $12,219 | $4,355+180.6% | $3,471+252.1% | $4,662+162.1% |
| Participant deferral / active EE | $9,589 | $6,175+55.3% | $4,996+91.9% | $6,690+43.3% |
| Admin fee / account holder | $1,221 | $12,224-90.0% | $9,445-87.1% | $13,392-90.9% |