Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $62,397 | $160,070-61.0% | $147,117-57.6% | $145,897-57.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.27% | 98.69%-88.4pp | 420.54%-410.3pp | 552.29%-542.0pp |
| Employer contribution / active EE | $6,047 | $5,285+14.4% | $4,932+22.6% | $4,663+29.7% |
| Participant deferral / active EE | $3,889 | $8,419-53.8% | $8,065-51.8% | $6,689-41.9% |
| Admin fee / account holder | $17,359 | $15,035+15.5% | $12,993+33.6% | $13,390+29.6% |