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 | $128,104 | $171,867-25.5% | $149,718-14.4% | $147,585-13.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.86% | 2113.36%-2092.5pp | 1501.70%-1480.8pp | 578.57%-557.7pp |
| Employer contribution / active EE | $3,332 | $6,275-46.9% | $5,444-38.8% | $4,876-31.7% |
| Participant deferral / active EE | $4,319 | $7,270-40.6% | $6,568-34.2% | $5,439-20.6% |
| Admin fee / account holder | $603 | $13,799-95.6% | $11,283-94.7% | $10,885-94.5% |