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 | $47,775 | $150,446-68.2% | $136,297-64.9% | $147,585-67.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.81% | 1049.14%-1037.3pp | 5156.19%-5144.4pp | 578.58%-566.8pp |
| Employer contribution / active EE | $8,010 | $5,256+52.4% | $4,696+70.6% | $4,876+64.2% |
| Participant deferral / active EE | $9,824 | $6,631+48.2% | $6,247+57.2% | $5,439+80.6% |
| Admin fee / account holder | $15,816 | $10,906+45.0% | $9,244+71.1% | $10,886+45.3% |