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 | $97,210 | $109,872-11.5% | $98,483-1.3% | $167,536-42.0% |
| Participation rate | 94.7% | 75.8%+18.9pp | 73.3%+21.4pp | 82.1%+12.6pp |
| Annual return | 16.75% | 1959.31%-1942.6pp | 1494.38%-1477.6pp | 478.82%-462.1pp |
| Employer contribution / active EE | $4,090 | $3,225+26.8% | $2,961+38.1% | $4,839-15.5% |
| Participant deferral / active EE | $6,240 | $4,673+33.5% | $4,276+45.9% | $6,342-1.6% |
| Admin fee / account holder | $16,440 | $6,757+143.3% | $5,953+176.2% | $12,315+33.5% |