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 | $93,470 | $150,447-37.9% | $136,298-31.4% | $147,586-36.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.28% | 1049.15%-1033.9pp | 5156.27%-5141.0pp | 578.59%-563.3pp |
| Employer contribution / active EE | $4,069 | $5,256-22.6% | $4,696-13.3% | $4,876-16.6% |
| Participant deferral / active EE | $5,733 | $6,631-13.5% | $6,247-8.2% | $5,439+5.4% |
| Admin fee / account holder | $1,015 | $10,906-90.7% | $9,244-89.0% | $10,886-90.7% |