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 | $100,427 | $176,688-43.2% | $130,660-23.1% | $152,909-34.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 19.57% | 2693.08%-2673.5pp | 1709.29%-1689.7pp | 345.46%-325.9pp |
| Employer contribution / active EE | $7,786 | $5,743+35.6% | $4,092+90.3% | $4,764+63.4% |
| Participant deferral / active EE | $3,845 | $4,362-11.9% | $3,603+6.7% | $5,851-34.3% |
| Admin fee / account holder | $647 | $7,131-90.9% | $5,463-88.2% | $11,601-94.4% |