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 | $96,914 | $160,040-39.4% | $147,096-34.1% | $145,877-33.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.16% | 98.49%-79.3pp | 419.75%-400.6pp | 551.28%-532.1pp |
| Employer contribution / active EE | $13,655 | $5,289+158.2% | $4,936+176.6% | $4,663+192.8% |
| Participant deferral / active EE | $8,766 | $8,429+4.0% | $8,071+8.6% | $6,691+31.0% |
| Admin fee / account holder | $1,509 | $15,050-90.0% | $13,005-88.4% | $13,402-88.7% |