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 | $70,114 | $160,070-56.2% | $147,117-52.3% | $145,897-51.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.19% | 98.69%-74.5pp | 420.54%-396.3pp | 552.29%-528.1pp |
| Employer contribution / active EE | $7,124 | $5,285+34.8% | $4,932+44.4% | $4,663+52.8% |
| Participant deferral / active EE | $9,864 | $8,419+17.2% | $8,065+22.3% | $6,689+47.5% |
| Admin fee / account holder | $483 | $15,035-96.8% | $12,993-96.3% | $13,390-96.4% |