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 | $56,781 | $150,447-62.3% | $136,298-58.3% | $147,586-61.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.60% | 1049.15%-1023.6pp | 5156.27%-5130.7pp | 578.59%-553.0pp |
| Employer contribution / active EE | $20,788 | $5,256+295.5% | $4,696+342.7% | $4,876+326.3% |
| Participant deferral / active EE | $13,015 | $6,631+96.3% | $6,247+108.3% | $5,439+139.3% |
| Admin fee / account holder | $5,201 | $10,906-52.3% | $9,244-43.7% | $10,886-52.2% |