Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $106,433 | $169,161-37.1% | $129,295-17.7% | $145,959-27.1% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 40.10% | 14348.07%-14308.0pp | 9429.28%-9389.2pp | 561.95%-521.8pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $9,956 | $4,989+99.5% | $4,169+138.8% | $6,689+48.9% |
| Admin fee / account holder | $1,230 | $9,878-87.5% | $7,665-84.0% | $13,398-90.8% |