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 | $91,779 | $109,872-16.5% | $98,483-6.8% | $167,536-45.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.32% | 1959.31%-1946.0pp | 1494.38%-1481.1pp | 478.82%-465.5pp |
| Employer contribution / active EE | $9,221 | $3,225+185.9% | $2,961+211.5% | $4,839+90.6% |
| Participant deferral / active EE | $5,991 | $4,673+28.2% | $4,276+40.1% | $6,342-5.5% |
| Admin fee / account holder | $12,885 | $6,757+90.7% | $5,953+116.5% | $12,315+4.6% |