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 | $61,041 | $160,070-61.9% | $147,117-58.5% | $145,897-58.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.20% | 98.69%-86.5pp | 420.54%-408.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $12,667 | $5,285+139.7% | $4,932+156.8% | $4,663+171.7% |
| Participant deferral / active EE | $13,190 | $8,419+56.7% | $8,065+63.6% | $6,689+97.2% |
| Admin fee / account holder | $114,547 | $15,035+661.9% | $12,993+781.6% | $13,390+755.4% |