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 | $139,664 | $169,361-17.5% | $129,397+7.9% | $145,877-4.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.03% | 14395.54%-14383.5pp | 9453.98%-9441.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $8,255 | $5,542+49.0% | $4,154+98.7% | $4,663+77.0% |
| Participant deferral / active EE | $10,867 | $4,987+117.9% | $4,167+160.8% | $6,691+62.4% |
| Admin fee / account holder | $883 | $9,903-91.1% | $7,679-88.5% | $13,402-93.4% |