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 | $65,319 | $209,847-68.9% | $189,520-65.5% | $167,518-61.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.99% | 748.45%-732.5pp | 555.25%-539.3pp | 478.71%-462.7pp |
| Employer contribution / active EE | $10,915 | $6,913+57.9% | $6,161+77.2% | $4,838+125.6% |
| Participant deferral / active EE | $15,297 | $8,934+71.2% | $8,220+86.1% | $6,342+141.2% |
| Admin fee / account holder | $2,415 | $14,295-83.1% | $12,046-79.9% | $12,312-80.4% |