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 | $80,727 | $107,809-25.1% | $90,657-11.0% | $135,379-40.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 1300.62% | -0.90%+1301.5pp | 1.89%+1298.7pp | 519.79%+780.8pp |
| Employer contribution / active EE | $864 | $3,018-71.4% | $2,532-65.9% | $4,779-81.9% |
| Participant deferral / active EE | $1,215 | $3,872-68.6% | $3,424-64.5% | $5,609-78.3% |
| Admin fee / account holder | $5,503 | $5,931-7.2% | $4,994+10.2% | $10,828-49.2% |