Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $55,586 | $160,070-65.3% | $147,117-62.2% | $145,897-61.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.21% | 98.69%-87.5pp | 420.54%-409.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $8,083 | $5,285+53.0% | $4,932+63.9% | $4,663+73.4% |
| Participant deferral / active EE | $6,984 | $8,419-17.0% | $8,065-13.4% | $6,689+4.4% |
| Admin fee / account holder | $1,636 | $15,035-89.1% | $12,993-87.4% | $13,390-87.8% |