Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $79,061 | $88,815-11.0% | $81,882-3.4% | $145,897-45.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.34% | 1033.75%-1016.4pp | 779.47%-762.1pp | 552.29%-535.0pp |
| Employer contribution / active EE | $5,209 | $3,086+68.8% | $2,916+78.6% | $4,663+11.7% |
| Participant deferral / active EE | $13,579 | $4,647+192.2% | $4,323+214.1% | $6,689+103.0% |
| Admin fee / account holder | $311 | $8,434-96.3% | $7,360-95.8% | $13,390-97.7% |