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 | $71,113 | $202,342-64.9% | $172,752-58.8% | $152,897-53.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.24% | 1029.83%-1014.6pp | 802.97%-787.7pp | 345.43%-330.2pp |
| Employer contribution / active EE | $3,490 | $5,858-40.4% | $5,144-32.2% | $4,764-26.7% |
| Participant deferral / active EE | $3,325 | $5,948-44.1% | $5,198-36.0% | $5,851-43.2% |
| Admin fee / account holder | $7,146 | $17,111-58.2% | $13,955-48.8% | $11,599-38.4% |