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 | $79,709 | $185,199-57.0% | $142,874-44.2% | $167,518-52.4% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 17.71% | 8556.90%-8539.2pp | 5638.58%-5620.9pp | 478.71%-461.0pp |
| Employer contribution / active EE | $3,295 | $5,606-41.2% | $4,145-20.5% | $4,838-31.9% |
| Participant deferral / active EE | $11,688 | $4,495+160.0% | $3,838+204.5% | $6,342+84.3% |
| Admin fee / account holder | $18,952 | $8,031+136.0% | $6,561+188.9% | $12,312+53.9% |