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 | $91,947 | $99,011-7.1% | $86,582+6.2% | $147,586-37.7% |
| Participation rate | 87.0% | 76.3%+10.6pp | 73.5%+13.4pp | 82.8%+4.1pp |
| Annual return | 16.54% | 1312.75%-1296.2pp | 965.08%-948.5pp | 578.59%-562.1pp |
| Employer contribution / active EE | $4,272 | $3,132+36.4% | $2,839+50.4% | $4,876-12.4% |
| Participant deferral / active EE | $5,708 | $3,972+43.7% | $3,609+58.2% | $5,439+5.0% |
| Admin fee / account holder | $32,995 | $5,709+478.0% | $4,904+572.8% | $10,886+203.1% |