Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $65,192 | $169,336-61.5% | $129,384-49.6% | $145,884-55.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.83% | 14408.70%-14399.9pp | 9461.77%-9452.9pp | 551.85%-543.0pp |
| Employer contribution / active EE | $6,172 | $5,540+11.4% | $4,153+48.6% | $4,662+32.4% |
| Participant deferral / active EE | $12,664 | $4,985+154.0% | $4,166+204.0% | $6,690+89.3% |
| Admin fee / account holder | $351 | $9,912-96.5% | $7,686-95.4% | $13,392-97.4% |