Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $119,201 | $171,867-30.6% | $149,721-20.4% | $147,586-19.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.10% | 2113.36%-2101.3pp | 1501.67%-1489.6pp | 578.59%-566.5pp |
| Employer contribution / active EE | $2,756 | $6,275-56.1% | $5,444-49.4% | $4,876-43.5% |
| Participant deferral / active EE | $4,500 | $7,270-38.1% | $6,568-31.5% | $5,439-17.3% |
| Admin fee / account holder | $17,480 | $13,799+26.7% | $11,282+54.9% | $10,886+60.6% |