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 | $100,386 | $106,003-5.3% | $92,236+8.8% | $147,585-32.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.43% | 50.05%-37.6pp | 176.29%-163.9pp | 578.57%-566.1pp |
| Employer contribution / active EE | $1,918 | $4,333-55.7% | $3,679-47.9% | $4,876-60.7% |
| Participant deferral / active EE | $6,004 | $4,478+34.1% | $3,897+54.1% | $5,439+10.4% |
| Admin fee / account holder | $2,895 | $6,333-54.3% | $5,194-44.3% | $10,885-73.4% |