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 | $75,380 | $73,421+2.7% | $66,439+13.5% | $155,188-51.4% |
| Participation rate | 95.0% | 79.7%+15.3pp | 74.5%+20.5pp | 80.8%+14.2pp |
| Annual return | 9.21% | 1382.37%-1373.2pp | 757.66%-748.4pp | 148.84%-139.6pp |
| Employer contribution / active EE | $8,374 | $3,039+175.6% | $2,637+217.6% | $4,248+97.1% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $8,395 | $8,856-5.2% | $6,173+36.0% | $14,480-42.0% |