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 | $53,367 | $160,040-66.7% | $147,096-63.7% | $145,877-63.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.28% | 98.49%-81.2pp | 419.75%-402.5pp | 551.28%-534.0pp |
| Employer contribution / active EE | $13,671 | $5,289+158.5% | $4,936+177.0% | $4,663+193.2% |
| Participant deferral / active EE | $25,977 | $8,429+208.2% | $8,071+221.9% | $6,691+288.3% |
| Admin fee / account holder | $112,837 | $15,050+649.8% | $13,005+767.6% | $13,402+741.9% |