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 | $96,045 | $171,867-44.1% | $149,721-35.9% | $147,586-34.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.53% | 2113.36%-2101.8pp | 1501.67%-1490.1pp | 578.59%-567.1pp |
| Employer contribution / active EE | $9,697 | $6,275+54.5% | $5,444+78.1% | $4,876+98.9% |
| Participant deferral / active EE | $5,815 | $7,270-20.0% | $6,568-11.5% | $5,439+6.9% |
| Admin fee / account holder | $3,027 | $13,799-78.1% | $11,282-73.2% | $10,886-72.2% |