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 | $63,161 | $160,040-60.5% | $147,096-57.1% | $145,877-56.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.14% | 98.49%-82.4pp | 419.75%-403.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $6,252 | $5,289+18.2% | $4,936+26.7% | $4,663+34.1% |
| Participant deferral / active EE | $24,093 | $8,429+185.8% | $8,071+198.5% | $6,691+260.1% |
| Admin fee / account holder | $617 | $15,050-95.9% | $13,005-95.3% | $13,402-95.4% |