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 | $106,534 | $150,447-29.2% | $136,298-21.8% | $147,586-27.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.69% | 1049.15%-1035.5pp | 5156.27%-5142.6pp | 578.59%-564.9pp |
| Employer contribution / active EE | $4,068 | $5,256-22.6% | $4,696-13.4% | $4,876-16.6% |
| Participant deferral / active EE | $12,300 | $6,631+85.5% | $6,247+96.9% | $5,439+126.2% |
| Admin fee / account holder | $4,008 | $10,906-63.3% | $9,244-56.6% | $10,886-63.2% |