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 | $66,002 | $160,070-58.8% | $147,117-55.1% | $145,897-54.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 33.05% | 98.69%-65.6pp | 420.54%-387.5pp | 552.29%-519.2pp |
| Employer contribution / active EE | $1,294 | $5,285-75.5% | $4,932-73.8% | $4,663-72.2% |
| Participant deferral / active EE | $5,978 | $8,419-29.0% | $8,065-25.9% | $6,689-10.6% |
| Admin fee / account holder | $807 | $15,035-94.6% | $12,993-93.8% | $13,390-94.0% |