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 | $61,522 | $202,345-69.6% | $172,755-64.4% | $152,885-59.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.38% | 1029.77%-1011.4pp | 802.94%-784.6pp | 345.39%-327.0pp |
| Employer contribution / active EE | $2,776 | $5,858-52.6% | $5,144-46.0% | $4,763-41.7% |
| Participant deferral / active EE | $6,695 | $5,948+12.6% | $5,198+28.8% | $5,851+14.4% |
| Admin fee / account holder | $14,337 | $17,111-16.2% | $13,955+2.7% | $11,598+23.6% |