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 | $62,548 | $72,446-13.7% | $67,561-7.4% | $145,877-57.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 42.43% | 7211.98%-7169.6pp | 3525.44%-3483.0pp | 551.28%-508.9pp |
| Employer contribution / active EE | $10,638 | $3,072+246.3% | $2,735+289.0% | $4,663+128.1% |
| Participant deferral / active EE | $8,121 | $4,785+69.7% | $4,003+102.9% | $6,691+21.4% |
| Admin fee / account holder | $600 | $5,541-89.2% | $4,006-85.0% | $13,402-95.5% |