Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $54,805 | $124,175-55.9% | $108,405-49.4% | $167,553-67.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.68% | 1380.13%-1367.4pp | 905.55%-892.9pp | 478.89%-466.2pp |
| Employer contribution / active EE | $14,130 | $4,188+237.4% | $3,559+297.0% | $4,840+192.0% |
| Participant deferral / active EE | $13,986 | $6,908+102.4% | $6,563+113.1% | $6,343+120.5% |
| Admin fee / account holder | $761 | $9,457-92.0% | $7,297-89.6% | $12,316-93.8% |