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 | $62,666 | $171,867-63.5% | $149,721-58.1% | $147,586-57.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 53.11% | 2113.36%-2060.3pp | 1501.67%-1448.6pp | 578.59%-525.5pp |
| Employer contribution / active EE | $4,916 | $6,275-21.6% | $5,444-9.7% | $4,876+0.8% |
| Participant deferral / active EE | $5,855 | $7,270-19.5% | $6,568-10.9% | $5,439+7.7% |
| Admin fee / account holder | $2,072 | $13,799-85.0% | $11,282-81.6% | $10,886-81.0% |