Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,756 | $148,629-88.1% | $135,982-86.9% | $139,487-87.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 1045.08% | 79.33%+965.8pp | 68.32%+976.8pp | 373.84%+671.2pp |
| Employer contribution / active EE | $4,078 | $5,247-22.3% | $4,859-16.1% | $4,755-14.2% |
| Participant deferral / active EE | $11,793 | $8,102+45.5% | $7,760+52.0% | $6,713+75.7% |
| Admin fee / account holder | $1,407 | $12,406-88.7% | $10,767-86.9% | $11,407-87.7% |