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 | $62,045 | $150,446-58.8% | $136,297-54.5% | $147,585-58.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.97% | 1049.14%-1033.2pp | 5156.19%-5140.2pp | 578.58%-562.6pp |
| Employer contribution / active EE | $2,115 | $5,256-59.8% | $4,696-55.0% | $4,876-56.6% |
| Participant deferral / active EE | $2,955 | $6,631-55.4% | $6,247-52.7% | $5,439-45.7% |
| Admin fee / account holder | $417 | $10,906-96.2% | $9,244-95.5% | $10,886-96.2% |