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 | $63,864 | $101,672-37.2% | $147,117-56.6% | $74,478-14.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 18.05% | 8757.83%-8739.8pp | 420.54%-402.5pp | 1370.56%-1352.5pp |
| Employer contribution / active EE | $3,947 | $3,813+3.5% | $4,932-20.0% | $2,626+50.3% |
| Participant deferral / active EE | $8,851 | $7,305+21.2% | $8,065+9.7% | $4,350+103.5% |
| Admin fee / account holder | $921 | $1,753-47.5% | $12,993-92.9% | $1,946-52.7% |