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 | $56,681 | $183,988-69.2% | $162,177-65.1% | $152,897-62.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 59.72% | 150.79%-91.1pp | 115.60%-55.9pp | 345.43%-285.7pp |
| Employer contribution / active EE | $22,609 | $6,370+254.9% | $5,613+302.8% | $4,764+374.6% |
| Participant deferral / active EE | $19,028 | $8,032+136.9% | $7,297+160.8% | $5,851+225.2% |
| Admin fee / account holder | $4,777 | $13,123-63.6% | $10,843-55.9% | $11,599-58.8% |