Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $54,477 | $160,028-66.0% | $147,080-63.0% | $145,884-62.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.44% | 98.60%-88.2pp | 420.17%-409.7pp | 551.85%-541.4pp |
| Employer contribution / active EE | $5,396 | $5,286+2.1% | $4,933+9.4% | $4,662+15.7% |
| Participant deferral / active EE | $17,858 | $8,422+112.0% | $8,066+121.4% | $6,690+167.0% |
| Admin fee / account holder | $681 | $15,030-95.5% | $12,989-94.8% | $13,392-94.9% |