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 | $169,965 | $99,011+71.7% | $86,582+96.3% | $147,586+15.2% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 12.11% | 1312.75%-1300.6pp | 965.08%-953.0pp | 578.59%-566.5pp |
| Employer contribution / active EE | $8,351 | $3,132+166.6% | $2,839+194.1% | $4,876+71.3% |
| Participant deferral / active EE | $8,269 | $3,972+108.2% | $3,609+129.1% | $5,439+52.0% |
| Admin fee / account holder | $6,832 | $5,709+19.7% | $4,904+39.3% | $10,886-37.2% |