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 | $63,639 | $99,011-35.7% | $86,582-26.5% | $147,586-56.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.58% | 1312.75%-1294.2pp | 965.08%-946.5pp | 578.59%-560.0pp |
| Employer contribution / active EE | $3,213 | $3,132+2.6% | $2,839+13.1% | $4,876-34.1% |
| Participant deferral / active EE | $9,377 | $3,972+136.0% | $3,609+159.8% | $5,439+72.4% |
| Admin fee / account holder | $7,216 | $5,709+26.4% | $4,904+47.1% | $10,886-33.7% |