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 | $79,545 | $150,447-47.1% | $136,298-41.6% | $147,586-46.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.46% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $5,578 | $5,256+6.1% | $4,696+18.8% | $4,876+14.4% |
| Participant deferral / active EE | $6,353 | $6,631-4.2% | $6,247+1.7% | $5,439+16.8% |
| Admin fee / account holder | $564 | $10,906-94.8% | $9,244-93.9% | $10,886-94.8% |