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 | $178,631 | $150,442+18.7% | $136,295+31.1% | $147,585+21.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.23% | 1049.09%-1034.9pp | 5155.97%-5141.7pp | 578.56%-564.3pp |
| Employer contribution / active EE | $1,783 | $5,256-66.1% | $4,695-62.0% | $4,876-63.4% |
| Participant deferral / active EE | $12,061 | $6,630+81.9% | $6,247+93.1% | $5,439+121.8% |
| Admin fee / account holder | $6,119 | $10,905-43.9% | $9,243-33.8% | $10,885-43.8% |