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 | $73,803 | $160,040-53.9% | $147,096-49.8% | $145,877-49.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.10% | 98.49%-85.4pp | 419.75%-406.7pp | 551.28%-538.2pp |
| Employer contribution / active EE | $26,711 | $5,289+405.0% | $4,936+441.1% | $4,663+472.8% |
| Participant deferral / active EE | $15,958 | $8,429+89.3% | $8,071+97.7% | $6,691+138.5% |
| Admin fee / account holder | $12,743 | $15,050-15.3% | $13,005-2.0% | $13,402-4.9% |