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 | $80,694 | $209,874-61.6% | $189,537-57.4% | $167,536-51.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 36.98% | 748.61%-711.6pp | 555.34%-518.4pp | 478.82%-441.8pp |
| Employer contribution / active EE | $5,315 | $6,913-23.1% | $6,161-13.7% | $4,839+9.8% |
| Participant deferral / active EE | $4,697 | $8,934-47.4% | $8,220-42.9% | $6,342-25.9% |
| Admin fee / account holder | $1,008 | $14,299-92.9% | $12,048-91.6% | $12,315-91.8% |