Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $89,029 | $176,688-49.6% | $130,660-31.9% | $152,885-41.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 24.23% | 2693.08%-2668.9pp | 1709.29%-1685.1pp | 345.39%-321.2pp |
| Employer contribution / active EE | $5,842 | $5,743+1.7% | $4,092+42.8% | $4,763+22.7% |
| Participant deferral / active EE | $13,895 | $4,362+218.5% | $3,603+285.6% | $5,851+137.5% |
| Admin fee / account holder | $553 | $7,131-92.2% | $5,463-89.9% | $11,598-95.2% |