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 | $58,541 | $180,466-67.6% | $154,114-62.0% | $135,382-56.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 10.09% | 888.15%-878.1pp | 735.16%-725.1pp | 519.77%-509.7pp |
| Employer contribution / active EE | $1,432 | $6,035-76.3% | $5,298-73.0% | $4,779-70.0% |
| Participant deferral / active EE | $4,586 | $5,806-21.0% | $5,081-9.7% | $5,609-18.2% |
| Admin fee / account holder | $1,711 | $16,144-89.4% | $13,411-87.2% | $10,829-84.2% |