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 | $111,647 | $104,544+6.8% | $76,657+45.6% | $152,897-27.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 23.20% | 1014.36%-991.2pp | 1166.74%-1143.5pp | 345.43%-322.2pp |
| Employer contribution / active EE | $6,279 | $3,118+101.4% | $2,303+172.7% | $4,764+31.8% |
| Participant deferral / active EE | $4,929 | $4,236+16.4% | $3,335+47.8% | $5,851-15.8% |
| Admin fee / account holder | $844 | $12,286-93.1% | $6,423-86.9% | $11,599-92.7% |