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 | $92,328 | $72,403+27.5% | $67,524+36.7% | $145,978-36.8% |
| Participation rate | 91.7% | 76.9%+14.8pp | 72.9%+18.8pp | 80.3%+11.4pp |
| Annual return | 18.56% | 7197.23%-7178.7pp | 3519.41%-3500.9pp | 550.52%-532.0pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,758 | $4,782-63.2% | $4,001-56.1% | $6,690-73.7% |
| Admin fee / account holder | $1,462 | $5,541-73.6% | $4,001-63.5% | $13,400-89.1% |