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 | $75,437 | $202,342-62.7% | $172,753-56.3% | $152,909-50.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.78% | 1029.88%-1011.1pp | 803.00%-784.2pp | 345.46%-326.7pp |
| Employer contribution / active EE | $1,712 | $5,857-70.8% | $5,144-66.7% | $4,764-64.1% |
| Participant deferral / active EE | $2,914 | $5,948-51.0% | $5,198-43.9% | $5,851-50.2% |
| Admin fee / account holder | $39,106 | $17,112+128.5% | $13,956+180.2% | $11,601+237.1% |