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 | $178,771 | $99,011+80.6% | $86,582+106.5% | $147,586+21.1% |
| Participation rate | 82.4% | 76.3%+6.0pp | 73.5%+8.8pp | 82.8%-0.5pp |
| Annual return | 14.69% | 1312.75%-1298.1pp | 965.08%-950.4pp | 578.59%-563.9pp |
| Employer contribution / active EE | $5,178 | $3,132+65.3% | $2,839+82.4% | $4,876+6.2% |
| Participant deferral / active EE | $3,923 | $3,972-1.2% | $3,609+8.7% | $5,439-27.9% |
| Admin fee / account holder | $1,702 | $5,709-70.2% | $4,904-65.3% | $10,886-84.4% |