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 | $52,676 | $99,011-46.8% | $86,582-39.2% | $147,586-64.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 69.56% | 1312.75%-1243.2pp | 965.08%-895.5pp | 578.59%-509.0pp |
| Employer contribution / active EE | $5,682 | $3,132+81.4% | $2,839+100.1% | $4,876+16.5% |
| Participant deferral / active EE | $7,447 | $3,972+87.5% | $3,609+106.4% | $5,439+36.9% |
| Admin fee / account holder | $1,520 | $5,709-73.4% | $4,904-69.0% | $10,886-86.0% |