Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,222 | $169,336-73.9% | $129,384-65.8% | $145,884-69.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.94% | 14408.70%-14391.8pp | 9461.77%-9444.8pp | 551.85%-534.9pp |
| Employer contribution / active EE | $7,901 | $5,540+42.6% | $4,153+90.2% | $4,662+69.5% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $335 | $9,912-96.6% | $7,686-95.6% | $13,392-97.5% |