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 | $115,536 | $100,938+14.5% | $90,461+27.7% | $158,982-27.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 9.20% | 1727.20%-1718.0pp | 1294.76%-1285.6pp | 302.99%-293.8pp |
| Employer contribution / active EE | $7,460 | $3,691+102.1% | $3,264+128.6% | $4,763+56.6% |
| Participant deferral / active EE | $4,998 | $4,350+14.9% | $3,964+26.1% | $5,983-16.5% |
| Admin fee / account holder | $833 | $6,510-87.2% | $5,617-85.2% | $11,252-92.6% |