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 | $87,734 | $150,446-41.7% | $136,297-35.6% | $147,585-40.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.93% | 1049.14%-1032.2pp | 5156.19%-5139.3pp | 578.58%-561.7pp |
| Employer contribution / active EE | $9,760 | $5,256+85.7% | $4,696+107.8% | $4,876+100.1% |
| Participant deferral / active EE | $6,368 | $6,631-4.0% | $6,247+1.9% | $5,439+17.1% |
| Admin fee / account holder | $6,470 | $10,906-40.7% | $9,244-30.0% | $10,886-40.6% |