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 | $117,541 | $150,447-21.9% | $136,298-13.8% | $147,586-20.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.37% | 1049.15%-1034.8pp | 5156.27%-5141.9pp | 578.59%-564.2pp |
| Employer contribution / active EE | $2,849 | $5,256-45.8% | $4,696-39.3% | $4,876-41.6% |
| Participant deferral / active EE | $4,132 | $6,631-37.7% | $6,247-33.9% | $5,439-24.0% |
| Admin fee / account holder | $904 | $10,906-91.7% | $9,244-90.2% | $10,886-91.7% |