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 | $107,007 | $150,447-28.9% | $136,298-21.5% | $147,586-27.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.34% | 1049.15%-1025.8pp | 5156.27%-5132.9pp | 578.59%-555.2pp |
| Employer contribution / active EE | $10,289 | $5,256+95.7% | $4,696+119.1% | $4,876+111.0% |
| Participant deferral / active EE | $9,436 | $6,631+42.3% | $6,247+51.0% | $5,439+73.5% |
| Admin fee / account holder | $1,016 | $10,906-90.7% | $9,244-89.0% | $10,886-90.7% |