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 | $54,417 | $150,447-63.8% | $136,298-60.1% | $147,586-63.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.32% | 1049.15%-1023.8pp | 5156.27%-5130.9pp | 578.59%-553.3pp |
| Employer contribution / active EE | $7,745 | $5,256+47.4% | $4,696+64.9% | $4,876+58.8% |
| Participant deferral / active EE | $4,147 | $6,631-37.5% | $6,247-33.6% | $5,439-23.8% |
| Admin fee / account holder | $1,411 | $10,906-87.1% | $9,244-84.7% | $10,886-87.0% |