Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $64,895 | $160,040-59.5% | $147,096-55.9% | $145,877-55.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 59.02% | 98.49%-39.5pp | 419.75%-360.7pp | 551.28%-492.3pp |
| Employer contribution / active EE | $6,396 | $5,289+20.9% | $4,936+29.6% | $4,663+37.2% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $65,928 | $15,050+338.1% | $13,005+406.9% | $13,402+391.9% |