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 | $192,240 | $124,187+54.8% | $108,410+77.3% | $167,518+14.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.06% | 1379.80%-1363.7pp | 905.34%-889.3pp | 478.71%-462.7pp |
| Employer contribution / active EE | $1,701 | $4,187-59.4% | $3,558-52.2% | $4,838-64.8% |
| Participant deferral / active EE | $4,601 | $6,908-33.4% | $6,562-29.9% | $6,342-27.4% |
| Admin fee / account holder | $42,507 | $9,456+349.5% | $7,296+482.6% | $12,312+245.2% |