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 | $103,184 | $88,778+16.2% | $81,844+26.1% | $145,884-29.3% |
| Participation rate | 94.4% | 75.1%+19.4pp | 72.4%+22.1pp | 80.3%+14.1pp |
| Annual return | 21.81% | 1033.03%-1011.2pp | 778.87%-757.1pp | 551.85%-530.0pp |
| Employer contribution / active EE | $5,935 | $3,087+92.2% | $2,916+103.5% | $4,662+27.3% |
| Participant deferral / active EE | $10,860 | $4,648+133.6% | $4,323+151.2% | $6,690+62.3% |
| Admin fee / account holder | $7,239 | $8,430-14.1% | $7,355-1.6% | $13,392-45.9% |