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 | $85,483 | $72,426+18.0% | $67,560+26.5% | $145,897-41.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.92% | 7226.78%-7213.9pp | 3533.50%-3520.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $15,171 | $3,074+393.5% | $2,737+454.4% | $4,663+225.4% |
| Participant deferral / active EE | $5,847 | $4,785+22.2% | $4,004+46.0% | $6,689-12.6% |
| Admin fee / account holder | $308 | $5,514-94.4% | $3,994-92.3% | $13,390-97.7% |