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 | $73,994 | $72,396+2.2% | $67,511+9.6% | $145,959-49.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.24% | 7194.07%-7180.8pp | 3517.41%-3504.2pp | 561.95%-548.7pp |
| Employer contribution / active EE | $10,000 | $3,071+225.7% | $2,733+266.0% | $4,661+114.6% |
| Participant deferral / active EE | $10,700 | $4,781+123.8% | $4,000+167.5% | $6,689+60.0% |
| Admin fee / account holder | $535 | $5,538-90.3% | $3,999-86.6% | $13,398-96.0% |