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 | $94,276 | $88,815+6.1% | $81,882+15.1% | $145,897-35.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.73% | 1033.75%-1013.0pp | 779.47%-758.7pp | 552.29%-531.6pp |
| Employer contribution / active EE | $2,312 | $3,086-25.1% | $2,916-20.7% | $4,663-50.4% |
| Participant deferral / active EE | $5,477 | $4,647+17.9% | $4,323+26.7% | $6,689-18.1% |
| Admin fee / account holder | $1,065 | $8,434-87.4% | $7,360-85.5% | $13,390-92.0% |