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 | $61,912 | $150,447-58.8% | $136,298-54.6% | $147,586-58.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.71% | 1049.15%-1037.4pp | 5156.27%-5144.6pp | 578.59%-566.9pp |
| Employer contribution / active EE | $6,570 | $5,256+25.0% | $4,696+39.9% | $4,876+34.7% |
| Participant deferral / active EE | $4,933 | $6,631-25.6% | $6,247-21.0% | $5,439-9.3% |
| Admin fee / account holder | $35,087 | $10,906+221.7% | $9,244+279.6% | $10,886+222.3% |