Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $64,020 | $160,070-60.0% | $147,117-56.5% | $145,897-56.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 38.12% | 98.69%-60.6pp | 420.54%-382.4pp | 552.29%-514.2pp |
| Employer contribution / active EE | $4,130 | $5,285-21.8% | $4,932-16.3% | $4,663-11.4% |
| Participant deferral / active EE | $7,438 | $8,419-11.7% | $8,065-7.8% | $6,689+11.2% |
| Admin fee / account holder | $723 | $15,035-95.2% | $12,993-94.4% | $13,390-94.6% |