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 | $33,963 | $150,447-77.4% | $136,298-75.1% | $147,586-77.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.42% | 1049.15%-1031.7pp | 5156.27%-5138.9pp | 578.59%-561.2pp |
| Employer contribution / active EE | $9,657 | $5,256+83.7% | $4,696+105.7% | $4,876+98.0% |
| Participant deferral / active EE | $7,114 | $6,631+7.3% | $6,247+13.9% | $5,439+30.8% |
| Admin fee / account holder | $444 | $10,906-95.9% | $9,244-95.2% | $10,886-95.9% |