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 | $57,997 | $150,446-61.5% | $136,297-57.4% | $147,585-60.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.99% | 1049.14%-1026.2pp | 5156.19%-5133.2pp | 578.58%-555.6pp |
| Employer contribution / active EE | $3,522 | $5,256-33.0% | $4,696-25.0% | $4,876-27.8% |
| Participant deferral / active EE | $9,158 | $6,631+38.1% | $6,247+46.6% | $5,439+68.4% |
| Admin fee / account holder | $7,068 | $10,906-35.2% | $9,244-23.5% | $10,886-35.1% |