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 | $31,764 | $202,342-84.3% | $172,753-81.6% | $152,909-79.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.94% | 1029.88%-1014.9pp | 803.00%-788.1pp | 345.46%-330.5pp |
| Employer contribution / active EE | $3,167 | $5,857-45.9% | $5,144-38.4% | $4,764-33.5% |
| Participant deferral / active EE | $4,790 | $5,948-19.5% | $5,198-7.8% | $5,851-18.1% |
| Admin fee / account holder | $4,984 | $17,112-70.9% | $13,956-64.3% | $11,601-57.0% |