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 | $191,401 | $72,403+164.4% | $67,524+183.5% | $145,978+31.1% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 11.31% | 7197.23%-7185.9pp | 3519.41%-3508.1pp | 550.52%-539.2pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,080 | $4,782-56.5% | $4,001-48.0% | $6,690-68.9% |
| Admin fee / account holder | $692 | $5,541-87.5% | $4,001-82.7% | $13,400-94.8% |