Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $94,954 | $60,119+57.9% | $90,414+5.0% | $79,860+18.9% |
| Participation rate | 80.4% | 65.0%+15.4pp | 72.7%+7.7pp | 69.6%+10.8pp |
| Annual return | 303.00% | 71.94%+231.1pp | 1293.19%-990.2pp | 31.72%+271.3pp |
| Employer contribution / active EE | $1,979 | $2,068-4.3% | $3,262-39.3% | $2,471-19.9% |
| Participant deferral / active EE | $3,364 | $2,938+14.5% | $3,963-15.1% | $3,740-10.1% |
| Admin fee / account holder | $5,970 | $3,976+50.2% | $5,611+6.4% | $5,306+12.5% |