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 | $109,658 | $150,447-27.1% | $136,298-19.5% | $147,586-25.7% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 21.34% | 1049.15%-1027.8pp | 5156.27%-5134.9pp | 578.59%-557.3pp |
| Employer contribution / active EE | $7,762 | $5,256+47.7% | $4,696+65.3% | $4,876+59.2% |
| Participant deferral / active EE | $9,226 | $6,631+39.1% | $6,247+47.7% | $5,439+69.6% |
| Admin fee / account holder | $763 | $10,906-93.0% | $9,244-91.7% | $10,886-93.0% |