Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $52,128 | $160,070-67.4% | $147,117-64.6% | $145,897-64.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.67% | 98.69%-87.0pp | 420.54%-408.9pp | 552.29%-540.6pp |
| Employer contribution / active EE | $5,161 | $5,285-2.3% | $4,932+4.6% | $4,663+10.7% |
| Participant deferral / active EE | $12,792 | $8,419+51.9% | $8,065+58.6% | $6,689+91.2% |
| Admin fee / account holder | $428 | $15,035-97.2% | $12,993-96.7% | $13,390-96.8% |