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 | $115,562 | $88,778+30.2% | $81,844+41.2% | $145,884-20.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.82% | 1033.03%-1019.2pp | 778.87%-765.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $4,420 | $3,087+43.2% | $2,916+51.6% | $4,662-5.2% |
| Participant deferral / active EE | $11,090 | $4,648+138.6% | $4,323+156.5% | $6,690+65.8% |
| Admin fee / account holder | $28,891 | $8,430+242.7% | $7,355+292.8% | $13,392+115.7% |