Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $90,140 | $185,225-51.3% | $142,898-36.9% | $167,536-46.2% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 14.97% | 8558.12%-8543.2pp | 5639.64%-5624.7pp | 478.82%-463.9pp |
| Employer contribution / active EE | $2,327 | $5,607-58.5% | $4,146-43.9% | $4,839-51.9% |
| Participant deferral / active EE | $2,727 | $4,496-39.3% | $3,838-29.0% | $6,342-57.0% |
| Admin fee / account holder | $3,362 | $8,032-58.1% | $6,560-48.7% | $12,315-72.7% |