Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $38,854 | $202,342-80.8% | $172,752-77.5% | $152,897-74.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.69% | 1029.83%-1014.1pp | 802.97%-787.3pp | 345.43%-329.7pp |
| Employer contribution / active EE | $2,580 | $5,858-56.0% | $5,144-49.8% | $4,764-45.8% |
| Participant deferral / active EE | $6,751 | $5,948+13.5% | $5,198+29.9% | $5,851+15.4% |
| Admin fee / account holder | $16,758 | $17,111-2.1% | $13,955+20.1% | $11,599+44.5% |