Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $89,634 | $171,867-47.8% | $149,718-40.1% | $147,585-39.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.28% | 2113.36%-2097.1pp | 1501.70%-1485.4pp | 578.57%-562.3pp |
| Employer contribution / active EE | $3,033 | $6,275-51.7% | $5,444-44.3% | $4,876-37.8% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,564 | $13,799-81.4% | $11,283-77.3% | $10,885-76.4% |