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 | $72,517 | $97,732-25.8% | $83,831-13.5% | $135,380-46.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 13.75% | 1287.56%-1273.8pp | 850.99%-837.2pp | 519.81%-506.1pp |
| Employer contribution / active EE | $8,159 | $4,222+93.2% | $3,631+124.7% | $4,779+70.7% |
| Participant deferral / active EE | $7,960 | $4,683+70.0% | $4,082+95.0% | $5,609+41.9% |
| Admin fee / account holder | $679 | $6,675-89.8% | $5,479-87.6% | $10,828-93.7% |