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 | $67,917 | $72,426-6.2% | $67,560+0.5% | $145,897-53.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.40% | 7226.78%-7213.4pp | 3533.50%-3520.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $7,494 | $3,074+143.8% | $2,737+173.8% | $4,663+60.7% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,875 | $5,514+133.5% | $3,994+222.4% | $13,390-3.9% |