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 | $73,819 | $106,008-30.4% | $92,240-20.0% | $147,586-50.0% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 19.89% | 50.05%-30.2pp | 176.29%-156.4pp | 578.59%-558.7pp |
| Employer contribution / active EE | $4,581 | $4,333+5.7% | $3,680+24.5% | $4,876-6.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $694 | $6,333-89.0% | $5,194-86.6% | $10,886-93.6% |