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 | $92,503 | $72,403+27.8% | $67,524+37.0% | $145,978-36.6% |
| Participation rate | 94.4% | 76.9%+17.6pp | 72.9%+21.5pp | 80.3%+14.2pp |
| Annual return | 20.26% | 7197.23%-7177.0pp | 3519.41%-3499.2pp | 550.52%-530.3pp |
| Employer contribution / active EE | $5,654 | $3,072+84.1% | $2,734+106.8% | $4,662+21.3% |
| Participant deferral / active EE | $5,489 | $4,782+14.8% | $4,001+37.2% | $6,690-17.9% |
| Admin fee / account holder | $854 | $5,541-84.6% | $4,001-78.7% | $13,400-93.6% |