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 | $77,688 | $202,345-61.6% | $172,755-55.0% | $152,885-49.2% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 18.82% | 1029.77%-1011.0pp | 802.94%-784.1pp | 345.39%-326.6pp |
| Employer contribution / active EE | $4,545 | $5,858-22.4% | $5,144-11.6% | $4,763-4.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $568 | $17,111-96.7% | $13,955-95.9% | $11,598-95.1% |