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 | $46,284 | $202,345-77.1% | $172,755-73.2% | $152,885-69.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.71% | 1029.77%-1012.1pp | 802.94%-785.2pp | 345.39%-327.7pp |
| Employer contribution / active EE | $2,130 | $5,858-63.6% | $5,144-58.6% | $4,763-55.3% |
| Participant deferral / active EE | $5,353 | $5,948-10.0% | $5,198+3.0% | $5,851-8.5% |
| Admin fee / account holder | $7,630 | $17,111-55.4% | $13,955-45.3% | $11,598-34.2% |