Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $58,740 | $198,457-70.4% | $170,435-65.5% | $147,586-60.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.78% | 257.30%-240.5pp | 205.94%-189.2pp | 578.59%-561.8pp |
| Employer contribution / active EE | $10,783 | $6,183+74.4% | $5,432+98.5% | $4,876+121.1% |
| Participant deferral / active EE | $5,500 | $5,629-2.3% | $4,939+11.3% | $5,439+1.1% |
| Admin fee / account holder | $416 | $16,852-97.5% | $13,881-97.0% | $10,886-96.2% |