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 | $107,232 | $150,442-28.7% | $136,295-21.3% | $147,585-27.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.77% | 1049.09%-1031.3pp | 5155.97%-5138.2pp | 578.56%-560.8pp |
| Employer contribution / active EE | $2,642 | $5,256-49.7% | $4,695-43.7% | $4,876-45.8% |
| Participant deferral / active EE | $5,937 | $6,630-10.5% | $6,247-5.0% | $5,439+9.2% |
| Admin fee / account holder | $529 | $10,905-95.1% | $9,243-94.3% | $10,885-95.1% |