Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $70,169 | $148,629-52.8% | $135,982-48.4% | $139,487-49.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 269.70% | 79.33%+190.4pp | 68.32%+201.4pp | 373.84%-104.1pp |
| Employer contribution / active EE | $7,372 | $5,247+40.5% | $4,859+51.7% | $4,755+55.0% |
| Participant deferral / active EE | $18,444 | $8,102+127.6% | $7,760+137.7% | $6,713+174.8% |
| Admin fee / account holder | $712 | $12,406-94.3% | $10,767-93.4% | $11,407-93.8% |