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 | $78,838 | $150,445-47.6% | $136,297-42.2% | $147,585-46.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.59% | 1049.14%-1034.5pp | 5156.16%-5141.6pp | 578.57%-564.0pp |
| Employer contribution / active EE | $18,223 | $5,256+246.7% | $4,696+288.1% | $4,876+273.7% |
| Participant deferral / active EE | $13,289 | $6,631+100.4% | $6,247+112.7% | $5,439+144.3% |
| Admin fee / account holder | $620 | $10,906-94.3% | $9,244-93.3% | $10,885-94.3% |