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 | $61,863 | $138,102-55.2% | $125,381-50.7% | $134,532-54.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 6.94% | 750.73%-743.8pp | 572.31%-565.4pp | 418.27%-411.3pp |
| Employer contribution / active EE | $4,902 | $5,245-6.5% | $4,815+1.8% | $4,741+3.4% |
| Participant deferral / active EE | $11,193 | $7,801+43.5% | $7,448+50.3% | $6,401+74.9% |
| Admin fee / account holder | $2,507 | $11,568-78.3% | $10,007-75.0% | $11,429-78.1% |