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 | $76,474 | $171,867-55.5% | $149,721-48.9% | $147,586-48.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.42% | 2113.36%-2098.9pp | 1501.67%-1487.3pp | 578.59%-564.2pp |
| Employer contribution / active EE | $9,378 | $6,275+49.5% | $5,444+72.3% | $4,876+92.3% |
| Participant deferral / active EE | $8,654 | $7,270+19.0% | $6,568+31.7% | $5,439+59.1% |
| Admin fee / account holder | $2,872 | $13,799-79.2% | $11,282-74.5% | $10,886-73.6% |