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 | $102,122 | $102,393-0.3% | $147,041-30.5% | $80,911+26.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.05% | 134.95%-117.9pp | 419.21%-402.2pp | 35.63%-18.6pp |
| Employer contribution / active EE | $4,992 | $3,715+34.4% | $4,935+1.1% | $2,756+81.1% |
| Participant deferral / active EE | $11,956 | $6,647+79.9% | $8,071+48.1% | $4,297+178.2% |
| Admin fee / account holder | $9,488 | $7,943+19.4% | $13,006-27.1% | $6,935+36.8% |