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 | $65,539 | $150,447-56.4% | $136,298-51.9% | $147,586-55.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.09% | 1049.15%-1030.1pp | 5156.27%-5137.2pp | 578.59%-559.5pp |
| Employer contribution / active EE | $6,934 | $5,256+31.9% | $4,696+47.7% | $4,876+42.2% |
| Participant deferral / active EE | $14,960 | $6,631+125.6% | $6,247+139.5% | $5,439+175.1% |
| Admin fee / account holder | $8,877 | $10,906-18.6% | $9,244-4.0% | $10,886-18.5% |